Map to Your Wealth LLC is Fee Only Registered Investment Adviser providing Financial Planning and Investment Advisory/Management Services
Map to Your Wealth LLC is Fee Only Registered Investment Adviser providing Financial Planning and Investment Advisory/Management Services
Our Mission is to provide a goal oriented customized financial plan and investment management with a clear understanding of clients’ values and financial needs. When our clients succeed, we succeed.
Owner, Map to Your Wealth LLC
Investment Advisor Representative
Contact Information
Phone # (347) 408-4305
Email: info@maptoyourwealth.com
I am a physician. During our earlier years, we didn’t have either financial knowledge or proper guidance except with advisers who work on commission. I learned lessons over time by taking wrong steps and by missing right steps at right time. Only thing that helped us in spite of wrong steps and significant market corrections is our budgeting skills and commitment for continued savings. This motivated me to do MBA and Certified Financial Planner Course.
I had a dream to take early retirement and become a Fee Only Financial Advisor to act as a Fiduciary in the Client’s Best Interest, not mine. Well, my dream came true and it is my opportunity now to provide the services in the best interest of the Clients. I also provide FREE educational seminars for groups regarding Financial Health.