Solution introduction

A road map for your financial future

At Map My Plan, we provide you with a plan for your financial future, based on where you are now and where you want to get to

Tell us about your current situation
Answer five quick questions about your current financial situation and we'll recommend some initial financial goals to get you started.

Review your goals
Your dashboard will show the goals we recommend for you plus the goals you can use to increase your financial fitness into the future. Once you get started, we'll create a secure account to make sure all your details are kept safe.

Advice, articles & tips
You get access to our resource articles, tips, explainer videos and your personal email coach to help you stay educated and motivated.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.