“What have you done for me lately?“
MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client Question
Demonstrate
Show off the ‘Shadow Work’ you know you do!
Curate
Easily curate a client experience that is just as easy for them!
Engage
Designed to make your client response rates skyrocket!
Organize
Never type a new client note again and save time!
As Featured In
-
“When using this program [MyPlanMap] with clients, I’ve found I spend less time checking whether they have completed their to-do lists and more time getting to know them. In taking time to talk to clients about other issues, I have doubled the number of touch points with clients as they go through their planning process.”
– Dave Grant, CFP®, Founder of Finance for Teachers in Financial Planning Magazine
-
-
MyPlanMap software is featured in Michael Kitces’ “Financial Advisor FinTech Solutions Roadmap” in the “Plan Monitoring” section
– Michael Kitces, Founder of Nerd’s Eye View, Pinnacle Advisory Group and XY Planning
-
See What Leading Planners are Saying About MyPlanMap
-
-
“MyPlanMap could add as much value to our practice as MoneyGuidePro.”
– Jim Ludwick, Founder of MainStreet Financial Planning