Q: How does MapMyWealth differ from a financial planner?

A: The key differences between MapMyWealth and a financial planner involve the input and output. The actual program is quite similar to those run by real life financial planners. Generally financial planners effectively charge $1,000 to $1,500 to initially develop a client’s financial plan. They obtain data from clients in a series of interviews, then typically input the data into a computer program that generates the client’s plan, which they present to the client and explain the key outputs in a face-to-face meeting. MapMyWealth automates the data input and plan output phases and includes pre-formatted explanations as well as related questions and answers. Back to Top

Q: Who has Access to my financial data and plan?

A: Each subscriber can only view his or her own financial data and plan. No one else can access your personal financial data and plan, which are password protected. Back to Top

Q: How long does it take to input the necessary data?

A: The amount of time required to input all requested data is about 2 hours excluding the search time often required to gather the data inputs. Because most subscribers will not need to input all of the requested data due to their less complex financial situations they will need less time to input their financial data. The MapMyWealth prompts are built in order to minimize subscriber input time. In addition, all inputs are saved so subscribers can input data during a number of short sessions in order to avoid input burnout. Back to Top

Q: Why do I need a username and password?

A: The username and password are necessary in order to provide maximum protection of your personal financial data. With them we can make sure that you are the only person we have authorized to access your personal account. So it’s important that you do not share these items with anyone else. Back to Top

Q: What if I can’t remember my password?

A: As with any online system, we have a password reset feature which will e-mail you a new password. Back to Top

Q: Once my data is input, can I make changes to it?

A: Absolutely! You can revise, update, and change data anytime (24/7) you wish. This is an important feature of MapMywealth that allows your financial plan to be revised as your current financial situation and/or goals change. Back to Top

Q: What is an algorithm?

A: An algorithm is a procedure (a finite set of well-defined instructions) for accomplishing some task which, given an initial state, will terminate in a defined end-state. Simply stated, by following the steps of a well-developed set of algorithms you are guaranteed to develop a competent financial plan. MapMyWealth uses sophisticated algorithms to convert your data into a workable personal financial plan. Back to Top

Q: How is hosted software different from traditional software?

A: Hosted software is accessed through the Internet using a Web browser. This eliminates the need to install software and software updates. With hosted software you get the most updated software version every time you log on. Traditional, or shrink-wrapped, software is physical in nature (CD, floppy, etc.) and is installed on your local machine. MapMyWealth is a hosted application, meaning you can access our software and your account 24/7 from any computer with an Internet connection and a Web browser. Back to Top

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