Take Control of Your Finances

Do-It-Yourself Financial Guidance for only $40

An affordable online financial review for your specific situation.

How it Works

Complete a Questionnaire

Answer simple financial questions in the confidential Online Profile. It's fast, easy, and doesn't require detailed personal information.

Submit Your Answers

When you've completed your Online Profile, simply click submit. You can also save your answer and finish later.

Receive Your Report

Your Financial Roadmap Report will be emailed directly to your inbox, filled with detailed steps to improve your financial life.

Your report offers step-by-step recommendations and strategies to guide you towards a better financial future.

Objective Insight
Unbiased Financial Analysis for Your Specific Situation
Priority Checklist
 Stay Focused and Identify Which Areas to Tackle First
Tailored to Your Situation with Step-By-Step Guidance
A Second Opinion
A Confidential and Easy Way to Ensure You're on Track

Confidential & Secure

No Personal Information Required

You do not need to provide your last name, address, or other private information to complete the online questionnaire.

Answer Only Simple Financial Questions

You only provide generic information such as your age, income, and state of residence.

We Do Not Share Your Information

We take your privacy seriously and never share any information entered into your online personal profile.

No Sales Calls, No Spam Emails

We only send optional email reminders from your Financial Roadmap's checklist.


Start planning your financial future.

We take your privacy and security seriously.


Throughout the process, we ask for a minimum amount of personal information and only collect what is required to process your transaction.

Questions or Comments?

Contact Us! We'd love to hear from you.

Or visit our FAQ page.

Online Personal Financial Report

Receive Your Financial Roadmap for a One-Time Payment of Only $40

No Catches - No Surprises - No Hidden Fees

Your Financial Roadmap, Inc. does not have access to any credit card information which is submitted to PayPal and encrypted using industry-grade standards and stored exclusively by the credit card processor. Your information is transferred and stored securely according to the strictest of guidelines. The PayPal secure checkout requires your full name and address, but neither are stored in our records.

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Free Financial Self-Assessment
The free Financial Self-Assessment lend clarity to essential aspects of your financial situation by asking questions on a wide range of topics.