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Q: Are Financial MAPSSM the same as "financial plans?"

A: No. Just as road maps are not the same as travel plans, Financial MAPSSM are not the same as "Financial Plans."

Road maps don't dictate our routes. Rather, they increase our knowledge about what to expect. Road maps help us see options. They provide important visual references that help us create a travel plan.

Likewise, Financial MAPSSM don't dictate our financial decisions. Rather, they help get us in touch with our financial landscape, better understand our options and more clearly visualize our goals. Financial MAPSSM can assist us as we make individual decisions.

















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