Quickly show your clients what they actually want to know
Built by advisors, for advisors.
How it works
What they actually want to know
Sources
Where their income will come from
Longevity
How long they are expected to live
Survivor Income
How their income will change when a spouse passes
Spending
How much they can expect to spend in retirement
Inflation
How their income will be affected by inflation
Gap
What the gap between their spending and income is
Taxes
How much of their income they will keep
Stability
What percentage of their income is stable
Features
With the functionality of software
Add Multiple Income Sources
•
Employment Income
•
Social Security
•
Pensions
•
Annuities
•
Rental Properties
•
Investment Withdrawals
•
Fixed Income
•
Start / Stop age and year
•
COLA / Inflation
•
Survivorship %
•
Mortality
•
Single / Joint
•
Years of Deferral
•
Tax Rates
•
Save multiple scenarios
•
Rename/organize scenarios
•
Interactive graphs
•
Edit from multiple screens
•
Drag and drop functionality
•
Customize reports
•
White label with your logo
•
Current vs Proposed
•
Survivor income
•
Real / Nomial
•
Stability ratio
•
Pre-Tax / Post-Tax
•
Life expectancy
•
Spending needs
For you:
1
You’re looking for an income report your clients will understand
2
You’ve tried traditional planning software and it just does too much
3
You’ve tried building spreadsheets but find them too cumbersome
Community love
They're already loving Income Mapper
Nate Clark
Envision Retirement Solutions
This is the most useful software I've used in my 30-year career.
Colin Page
Oakleigh Wealth
This is the perfect complement to my more in depth planning tools.
Owen Stewart
Macro Wealth Advisors
My clients understand projections are going to be wrong. They just want to answer the big questions, and Income Mapper allows me to easily show them the answers.
Pricing
Plus it's cheaper than building it yourself—trust me!
Monthly
$199
p/month
7-day free trial
Unlimited client households
Unlimited saved scenarios
Access full Calculator Library
Custom report builder
Customize key assumptions
Customize with your logo and colors
Annual 25% Off
$1,799
p/year
7-day free trial
Unlimited client households
Unlimited saved scenarios
Access full Calculator Library
Custom report builder
Customize key assumptions
Customize with your logo and colors
Our Story
As a young advisor, I used to think I needed to impress my clients with complex financial planning tools. I was wrong. Clients don't care about the tools—they just want to know what to do next.
While there are many powerful financial planning tools out there, they can be cumbersome for advisors and confusing for clients. That's why I built Income Mapper—a tool created by advisors for advisors, based on real-world client interactions.
Income Mapper allows you to easily show clients the answers to the questions they actually care about:
Where their income will come from
How it will change over time
What happens if one spouse passes away
How inflation will impact them
With simple input screens, easy scenario saving, and quick editing, it’s designed to work seamlessly both in front of clients and behind the scenes. It's not a replacement for your traditional software but a complement, helping you communicate clear, actionable income plans.
So if you want to stop overwhelming clients with complex analysis—and instead impress them with clear, understandable solutions—check out Income Mapper today.
Taylor Stewart, CFP®
Founder