Personal finance planning, reports, and analysis 

Money Map Financial Planning provides personal finance reports and written summaries 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. Written accounting summaries are provided in tandem with each service to add oversight that helps the user interpret and apply the findings from the financial reports. If the client is interested, the accounting summary may include actionable advice that can guide the user to make specific changes that will quickly improve financial health. Money Map does the tedious work to compile and organize shared data, and create charts and graphs that highlight key data points for the user to interpret. Not everyone is well-researched in personal finance or good at reading tables, charts, and graphs. With that in mind, Money Map's accounting summaries will outline all the important information that the user should be aware of and any recommended actions based on the findings in the data. Clients will have the information they need to succeed, and actionable suggestions to apply if the client is not comfortable making every decision on their own. Attaining a clear understanding of recurring bills, variable spending, credit card balances, outstanding loans, and asset allocation will help the user better interpret their overall financial situation, make better spending decisions, pay bills on time, and decide how much to pay each credit card or loan. Understanding current financial standing and projecting future cash flows helps a person prepare for bills and major purchases and cut down on certain spending habits. Analyzing credit card balances and their associated APR, credit limit, utilization percentage, and due date all in one report can be extremely helpful to manage all credit cards in one place. Managing credit card balances effectively means paying credit card bills on time, knowing how much to pay each card to minimize interest expense and maximize credit score, and knowing which credit cards to use when shopping based on available credit and cashback/rewards. Increased insight and awareness in these areas can be vital to financial health. Key data for each respective service and suggested actions will be explained in a written summary to help the user interpret the relevant financial data and apply any financial advice specific to the user's situation.

The owner of Money Map Financial Planning will answer any client questions and share external resources to assist clients beyond any products/services purchased. 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.