Map A Path To Guide Your Financial Decisions
The GPS Process — Guided Planning Strategies — is Menninger & Associates' framework for personalized financial planning. Whether you're starting out, building a family, approaching retirement, or planning your legacy, GPS maps a path specific to your goals.
Guide clients through a comprehensive and educational
Planning process utilizing custom and personalized
Strategies to navigate their financial journey.
Click on topics below for more information. When you decide which topics make up your unique financial GPS, simply list them in the form below.
Starting Out
Development
Starting A Family
Planning
Mid-Life
Accumulation
Retirement
Execution
FAQs For Personalized Financial Planning Framework
Is The GPS Process Right For Me If I'm Just Starting Financially?
The GPS Process is designed to meet you wherever you are. The Starting Out life stage of our financial planning framework covers the foundational topics most relevant to people early in their financial journey, such as student loan management, emergency funds, first-time home buying, and early retirement savings. Personalized financial planning isn't just for people with significant assets. The earlier you start with a structured framework, the more options you have later.
How Does The GPS Process Serve As A Financial Planning Framework?
The GPS Process acts as a financial planning framework by organizing financial topics according to different life stages. This structured approach helps clients identify priorities, evaluate opportunities, and create a roadmap for achieving their financial goals.
How Personalized Is The Financial Planning Process At MAAP Planning?
No two GPS plans look alike because no two clients have the same goals, life stage, income, family situation, or risk tolerance. The topic selector on this page is your first step. You tell us which areas of your financial life you want to focus on, and we build from there. Our personalized financial planning approach means your plan is built around your priorities, not a standard template.
How Often Does My Financial Plan Get Reviewed And Updated?
Your GPS is not a one-time document. It's a living plan. As part of our holistic financial planning approach, we conduct regular plan reviews to assess whether your strategy still aligns with your goals and life stage. Major life events like a new job, a marriage, a birth, an inheritance, a divorce, or a health change trigger a plan update. We stay proactive so your financial planning framework adapts before problems arise, not after.
Can Goal Based Financial Planning Change Over Time?
LET'S MAP OUT YOUR FINANCIAL GPS
