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The Money Action Plan - MAP

Money Action Plans help you understand where you are financially, where you want to go, what stands in the way, and what options or alternatives are available to you.  A complete Findings and Recommendations Report is included.

MAP services usually include a combination of the following:

  • Debt Elimination Plan

  • Spending Plan Development

  • Money Policy Statement

  • Financial Target Statement

  • Credit Card Review

  • Mortgage Readiness

  • Mortgage Broker Services

  • Home Loan Pre-Approval

  • Financial Condition Analysis

  • Financial Behavior Assessment

  • Credit Report Review

  • Home & Auto Insurance Review

  • Financial Coaching

MAP services provide:

  • Financial peace of mind.

  • Eliminates worry and indecision.

  • Positive attitudes toward money.

  • Control over finances.

  • Clear understanding of positive and destructive financial behaviors.

  • Your Money Action Plan to achieve your goals.

A MAP will help you develop more effective attitudes toward money.  It is a financial action plan that will change behaviors and help you reach your financial goals.

For more information download:

MAP Overview - PDF File

MAP Worksheets - Excel File

Get organized, get control, and get moving NOW! 

Start keeping more of your money TODAY. 

Call 425-373-4045 or email info@money-metrics.com.


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