Personal finance planning, reports, and analysis
Money Map Financial Planning provides personal finance reports with charts and key metric calculations that help clients manage and prepare for upcoming bills, credit card balances, loans, and variable spending. These reports give the customer a clear insight into specific areas of their current and future financial outlook. The data is displayed in a way that is easy to follow, and all key metrics are emphasized. Customers receive any reports via email, and the email may include an accounting summary to explain and add oversight that helps the user interpret and apply the findings from the financial reports. Clients indicate their preference on financial planner input and their method of communication. Customers can fill out a questionnaire form and receive a report via email within 2 business days. Money Map gathers shared data from customers, compiling the statistics into organized reports and creating charts that highlight key data points for the user to interpret. Not everyone is well-researched in accounting, personal finance, and good at reading tables charts and graphs. With that in mind, Money Map’s reports and accounting summaries will outline all the important information that the user should be aware of and (based on customer preferences) any recommended actions derived from the findings in the data. Certain reports are exempt from analysis and financial planner input, for example the balance sheet. Customers choose if they want an accounting summary outlining the key findings from each report, additional financial planner input, or only the reports with charts to compare key metrics. Clients also have the option to meet with the owner of Money Map, exchange information during the meeting, and ask questions. There are three meeting options available: phone call, video call, and in person. The owner of Money Map will answer any questions within areas of expertise during meetings. With the help of Money Map, clients can feel confident in financial decision making and assured that they are on the right track to improved financial health.
Core services
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Balance sheet: Comprehensive breakdown of assets and liabilities with charts for analysis.
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Credit card Management: Report showing key metrics for all credit cards. This report helps with planning for credit card payments and deciding which card to use for spending.
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Loan management: Report that breaks down the key metrics of all outstanding loans.
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Subscription and bill planning: Report that tracks all fixed expenses.
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Variable spending/expense planning: Project variable spending and identify key areas where you could cut spending.
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General Advising: Professional consultation to answer questions and assist clients to better utilize our services.
Get in contact
Consider the services you could use the most. Services may be provided with or without advising. Appointments can be done in person or online.
The owner of Money Map Financial Planning and Accounting demonstrates an efficient, professional, and personalized approach to financial services. Money Map's commitment to client success is demonstrated through the services that Money Map offers which are designed to address the diverse and unique financial needs of our clients. Additional resources and explanations are provided to guide clients into improved financial health. Any questions you have will be answered or at least directed to the correct platform/professional for areas outside of our expertise. Our financial planning strategies help clients reach standard indicators of financial success. Every client's financial situation is unique, so we develop customized solutions that align with individual goals and circumstances.