MoneyMap for Financial Planners | Household Risk Pre-Check

A clearer first conversation

Not another long fact-find. A way to find the first useful question.

A client may say “we have insurance” or “we have savings” while one parent remains uncovered, several people depend on one salary, or accessible cash lasts only a few weeks. MoneyMap turns those broad claims into a reviewable household picture.

01

Before the meeting

The household records broad relationships, income, essential outgo, accessible cash, debt and reported protection. Estimates are allowed and unfinished work is saved.

02

At the first review

The result identifies one priority exposure, names the affected people and shows the arithmetic. Missing policy details remain unknown instead of becoming “safe.”

03

After the conversation

The household can correct facts, record review dates and see whether an action changed runway, protection or another underlying risk—not merely a score.

What the output contains

The explanation stays open to challenge.

Every finding is deterministic and versioned. The same facts and rule-pack version produce the same result.

A planning question	What MoneyMap shows	What it does not claim
What could hurt first?	Runway, overdue obligations and major protection gaps in a transparent order	A probability of illness, job loss or death
Who is exposed?	Each affected household member and the income or cover connection involved	That equal household size means equal risk
Is the cover enough?	A stated health-cost or dependant-support scenario using reported limits and resources	A policy recommendation, quote or underwriting decision
Can the answer be trusted?	Facts, assumptions, missing details, official sources and rule-pack version	That an unknown detail is protected
What changes next?	One practical action and the expected change to the underlying result	That badges or form completion reduce financial risk

Try it as a sceptical reviewer

Start with the worked family, not a sales call.

Open the fictional household. In five seconds, decide what you think the family should address first.
Inspect the numbers and unknowns. Check whether the ordering, health-cost scenario and life-support calculation are understandable and appropriately limited.
Tell us what fails. A specific objection is more useful than an endorsement. We want to know what could confuse a household or create the wrong planning conversation.

Current scope
India has the first reviewed country pack. Other countries receive clearly labelled Global Basics and no local adequacy claim. MoneyMap is educational software, not a regulated adviser, policy marketplace, bank connector or lead seller.

There is no hidden referral arrangement.

The first household brief is free. A household can optionally buy the complete planning workspace for USD $25 once. MoneyMap pays no product commission, recommends no named financial product and currently has no adviser referral fee, reseller plan or white-label promise.

A small, practical review

Can a household explain its first risk after five seconds?

Open the fictional result, challenge the ordering and email the one detail you would change. No account, endorsement or sales call is required.

Test the five-second result →

Help a household arrive knowing what to discuss first.

“We have 18 days of accessible cash.”

Not another long fact-find. A way to find the first useful question.

Before the meeting

At the first review

After the conversation

The explanation stays open to challenge.

Start with the worked family, not a sales call.

There is no hidden referral arrangement.

Can a household explain its first risk after five seconds?