Your Financial Roadmap Inc

Founded 2015 • Angie's List since March 2016

A Rated | 4 Reviews

Service Categories

Description

Financial Roadmap is a secure and powerful online financial planning tool that delivers a personalized report directly to your inbox. The confidential, online personal profile asks you a series of simple and straightforward questions about your specific financial situation. It is easy to complete and typically takes less than 30 minutes. Alternate Phone Number: (952) 857-2411....

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A
Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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Verified Reviews

A few reviews for this pro…

A

RATED

10/06/2016

Using their planning tool I was able to determine my financial well being if you will.  Basic calculations and suggestions were supplied by simply answering a few basic questions.  The program is not intrusive and I felt very secure using their planning tool.  Recommendations for simple budgets to more complex savings suggestions were received and welcomed.  This tool has allowed me take a good ha...

DESCRIPTION OF WORK
Financial Roadmap Inc. provided me with very useful guidelines and recommendations for management my money, assets and retirement goals.

CATEGORY financial advisor

A

RATED

05/10/2016

great advice.  Some items I was just behind goal it was a good reminder to catch up. There were other recommendations that were useful that I was not aware.  Good advice.

DESCRIPTION OF WORK
povided recommendations on my familys fincances and insurance state of affairs.

CATEGORY financial advisor

A

RATED

05/06/2016

The process went smoothly and quickly. The questions were more comprehensive than what I would have expected because it really covers areas of finance and protection. It really doesn't take that long to complete the assessment, but it is invaluable in helping you think about the things that will be beneficial for you and your family. I would recommend to anyone looking to plan for the future as th...

DESCRIPTION OF WORK
Financial Roadmap helps to get an assessment as to where you stand in relation to where we all hope to be at retirement. It asks you questions about your current financial situation and also things that you might not think about that revolve around your family's protection and planning. It really helped to point out areas where I need to delve deeper into what I am currently doing and areas I have neglected to address for the future.

CATEGORY financial advisor

A

RATED

05/05/2016

Well!! :-)  Thank you!!

DESCRIPTION OF WORK
Financial Planning

CATEGORY financial advisor

Services Offered

Financial Planning

Services Not Offered

Investment & Insurance Products, Legal & Tax Advice.

General Information
Free Estimates
No
Eco-Friendly Accreditations
No
Payment Options
Visa, MasterCard, American Express, Discover, Check, PayPal
Emergency Service
Yes
Warranties
No