Roadmap Samples
A plan that meets you right where you are.
These are full, real sample plans, built for a fictional client so you can see the exact format, structure, and level of detail before you buy.
Every page below is what a real roadmap looks like.
The client name and every number shown are made up. Your roadmap is built only from the numbers you submit, and nothing here reflects any real client's information.
SOLO BASE
Solo Base Roadmap Sample
Your full pay-period cash flow roadmap: bills, gas, groceries, fun money, and savings moves mapped out for your next 6 months of pay periods, plus a bill schedule reference.
SOLO PREMIUM
Solo Premium Roadmap Sample
Everything in Base (Your full pay-period cash flow roadmap: bills, gas, groceries, fun money, and savings moves mapped out for your next 6 months of pay periods, plus a bill schedule reference.), plus a full debt payoff strategy: your priority order, key payoff milestones, and month-by-month debt and savings balances all the way to debt-free.
JOINT BASE
Joint Base Roadmap Sample
A 6-month personalized cash flow roadmap for both of you, with each partner's own income and bills, shared bills split the way you choose, and one combined view of your household.
JOINT PREMIUM
Joint Premium Roadmap Sample
Everything in Base (6-month personalized cash flow roadmap for both of you, with each partner's own income and bills, shared bills split the way you choose, and one combined view of your household), plus a full household debt payoff strategy for both of you.
