Are You Ready to Start Your Financial Planning Journey?

What is a Money Roadmap?

MainStreet Financial Planning team has been creating financial plans, for clients for the past several decades. What we continually find is that people struggle to make (and stick to!) a financial plan. Financial plans are often looked at as too strict, and a little intimidating. Enter: the Money Roadmap!

Our Money Roadmap goes beyond a traditional financial plan. We believe that a Money Roadmap needs to help you get from where you are to where you want to go – and the “plan” may need to adjust along the way!

We know that it can be tough to navigate from Point A to Point B when it comes to your money. When you partner with our expert certified financial planners:

They help you stay the course to put you on the path to achieving your financial goals.
Your Money Roadmap is interactive, which allows you to adjust and make changes as life happens
When your Money Roadmap is complete, you’ll move to our Navigation Support service where you’ll receive ongoing guidance and feedback as your plan shifts to achieve your goals over time.

Get Started

Our Money Roadmap “Step by Step” process is designed to empower you to get organized, take control of your finances, and start achieving your goals.

Let’s take a look at how our Step by Step Money Roadmap process works:

Get To Know YOU

Before you embark on your trip, it’s important to know where you’re going! We discuss your detailed questionnaire, get organized, collect financial documents, and start looking at what a potential Money Roadmap might look like for you.

This initial session requires a questionnaire.

Design Money Roadmap

The next step on our journey is a series of sessions designed to discuss where you’re going, identify your financial goals, and figure out how you will get to your destination. Together we will map out your exact plan to help you reach your targets.

Your Money Roadmap will cover everything that’s essential to your financial life, including cash flow, insurance coverage, retirement planning, education savings, debt repayment, savings goals, investing – and more!

Launch Money Roadmap

This is where things start to get exciting – where the rubber meets the road! Once your customized Money Roadmap has been created, you’ll meet with your advisor to launching your journey. They’ll walk you through your Money Roadmap, and help you get started implementing it right away.

Partner With Your Money Navigator

With our Navigation Support Program, you’ll partner with your Money Navigator advisor regularly to check in and adjust your Roadmap in real-time, update your new goals, receive accountability to stay on track, and celebrate milestones and achievements!

How we help you reach your financial goals

Initial Inquiry

Complete our questionnaire.

Initial Meeting

View sample Money Roadmap and meet advisor you'll be partnered with. Afterwards, gather documents and pay the deposit.

Organize & Evaluate

See the big picture. Review spending, debt & taxes. Evaluate insurance needs and create financial goals.

Design Roadmap

Identify action steps needed to reach each and every goal.

Roadmap Launch

Make final touches and launch your financial plan.

Progress Tracker

Track your to-dos and get implementation assistance.

Transition to Navigation Support

Meet with your advisor on a routine schedule with reserved slots designed to monitor your progress.

Get Started

MONEY ROADMAP

Benefits

A Money Roadmap of your unique financial goals with the steps and actions necessary to reach them
Confidence and peace of mind that you are on track
Guide for action and financial decision-making
Increased motivation and commitment to follow your own Money Roadmap
Grow and improve your own money habits
Improved communication around money with loved ones
Accountability & monitoring to help measure success and progress

Features

3-5 scheduled planning sessions to complete the initial plan
Summary of recommendations with financial goals, saving, investing, and more.
Action steps and assistance to implement initial recommendations
Online access to an interactive financial plan
3-month progress check-in session
Advisor Hotline – access to your advisor via email to answer questions and address challenges
Monthly educational webinars
One-year subscription to Kiplinger Personal Finance Magazine

Service Calendar

PRICING

Customized Baseline Money Roadmap

INDIVIDUALS

$4,400*

$2,200 Initial Deposit, plus $733 / mo for 3 months

COUPLES/FAMILY

$5,800

$2,500 Initial deposit, plus $1,100/mo for 3 months

*Normal compexity, additional work will be discussed in advanced and billed hourly.

Schedule Free Initial Call

At MainStreet Financial Planning, we work with people at all phases of their journey. Whether you’re a young family, or a pre-retiree – we’re excited to help you create your unique Money Roadmap!

ADD ONS

Tax Planning

TAX PLANNING

Identify tax savings opportunites for current year in these areas:
- Tax Diversification
- Tax Loss Harvesting
- Charitable Giving/DCS & Donor Advised Funds
- Multi-year tax planning
- Estimate tax liability or refund
Plan for next year and pay fewer taxes