Money Map
Start a household.
Enter what you know. Leave with a score, the gaps, and language you can say out loud.
How it works
- 1Sign in with your approved advisor accountTwo-factor is required every time.
- 2Open the Hanson sample or a householdHouseholds use codes like JS-1042, not names.
- 3See the map and talk it throughFor advisor training only. Not for use with the public.
Paycheck contribution
6% of pay pretax vs Roth, the match, and what you earn each check.
401(k)
Deferral, match, catch-up, auto-increase, and IRS caps. Works with just salary and age.
Retirement nest egg
Balance, yearly add, and a path versus the paycheck you want.
Life insurance need
DIME estimate from age, pay, and debts — minus coverage you type.
Social Security
Claiming at 62, FRA, or 70 from the salary and age you enter.
Tax bracket
Federal plus state from ZIP, and what extra pretax deferral is worth.
Save your work
The map stays with this account
Pick it up on any device. Two-factor sign-in is required.
Advisor deskOn your phone
Download the Money Map app
Install it from this website. The icon is the same navy compass you see here. Opens in its own window — no app store required.