Simply fill out a contact form, inquiry form, or book a service on our website with your name, email, and the service you're interested in. A Money Map planner will reach out within 24 hours to walk you through getting set up. You can share your preferences via email or other mediums to establish how you want to communicate with your financial planner moving forward and if you want written summaries with guidance, just an overview/analysis of the data, or just the reports with no analysis.

Depending on the service, you'll share relevant financial data such as your bill amounts and due dates, bank statements, credit card balances, loan details, or a list of assets and liabilities. All information is kept strictly confidential. The planner can suggest looking into certain things to identify recurring expenses or predict variable spending. The depth of financial assistance or questions asked will depend if you are meeting with the planner or only purchasing a service. When speaking to the financial planner via phone call, video call, or in person, the financial planner may ask you to check certain data and relay the information to them. The financial planner would never ask for passwords or sensitive data, if you hear something like that, it is most likely a scam and not from us. The type of questions our financial planners ask sounds like: "What credit cards do you currently have? Can you go to that credit card app and tell me what the balance is? When is the due date? What is the minimum payment amount?" This allows the financial planner to input financial data into our reports and start building your personalized reports. If you are not communicating directly with the planner, the planner may ask you to send a screenshot of the credit card statement, redacting any sensitive information. Some clients find there is more value in doing the least amount of work as possible, which would mean sending screenshots and reading the written summaries for actionable advice. Some clients are willing to speak with the financial planner at length to learn new things about personal finance and become less reliant on the financial planner for effective financial management.