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Q: Is Financial MappingSM a form of Financial Planning?

A. No.

Just as a road maps are one of many useful tools for making travel plans, Financial MappingSM is one of many useful tools for making financial plans.

Just as road maps provide information useful in making travel decisions or plans, Financial MappingSM provides a way of looking at information that can be useful in creating a financial plan or making a specific financial decision.

Just as different types of road maps are often needed to successfully plan a trip, many different approaches to Financial MappingSM may be used in making financial decisions.

Additionally, Financial MappingSM is not exclusively (or even primarily) used for making comprehensive financial plans. It is often used to help make everyday financial decisions - should I change my deductibles; should I insure my income, etc.

















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