Why Use MapMyWealth?

If you’re planning for your future and want a financial travel plan that will be with you and relevant for the long trip ahead, you’ll want to use MapMyWealth. Developed by a nationally respected author and professor whose textbooks are widely used. As your personal financial planner MapMyWealth goes beyond household budgeting and helps you build a comprehensive personal financial plan. Best of all, it’s easy to use and to understand. You won’t find yourself wondering if you need to turn right or left or how to detour around a financial construction zone. You’ll find straightforward planning tools and plenty of tips to help you consider all your options. 

You are in the Driver’s Seat with Map My Wealth!

• Your goals drive the plan you design.

• Your plan is available for you every day, all day.

• You change the direction of your plan when your life changes.

• You’ll know what it costs to get where you want to go and you can decide if that’s the road you want to take.

You Make the Choices as You Make Your Financial Travel Plan

• MapMyWealth is self-service financial planning that allows you to look at the options and decide what plan is best for you.

• MapMyWealth lets you enter your personal information and set and prioritize your life goals.

• MapMyWealth offers you a set of common life goals and what-if scenarios that help you think through your journey from start to finish.

• MapMyWealth applies your data to your financial travel choices and generates a customized personal financial plan that is easy to follow and will help you achieve your goals.

Alternative to Expensive, Financial Planning Options

MapMyWealth is your constant companion throughout your financial journey.  Unlike traditional financial planning alternatives, MapMyWealth provides 24/7 access to your financial planning tools at a fraction of the cost of a professional financial planner. 

Easy-to-Use Yet Comprehensive

The MapMyWealth Data Collection Wizard collects all your financial planning data using an easy-to-use, safe, step-by-step process.  You can pause the input process and return to it at your convenience.

Explore Our
Online Demo

Check us out! Just like your favorite travel planner, MapMyWealth works with your goals and financial circumstances to help you create and manage your lifetime financial plan. MapMyWealth is the most comprehensive, efficient, and cost-effective on-line alternative to a traditional financial planner.

Discover a Wealth
of Features

Whether you’re setting your sights on a new home, a college fund, or achieving financial independence by age 55, MapMyWealth will help you plot the trip. We’ll work with you to design a secure, customized financial life plan based on your data and personal financial goals.

Sign Up and Start
the Journey

Sign up now and begin planning your financial future today. MapMyWealth provides a secure, password-protected space, accessible 24/7, where your financial information and plans are maintained safely and confidentially.