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Establish & define the client-planner relationship and services provided

Understand your unique financial goals, needs, and priorities

Analyze and evaluate your current financial situation

Design and present tailored strategies and recommendations for you to achieve your goals

Implement coordinated strategies into a plan

Monitor the result (for ongoing financial planning engagement)

My Snapshot

My Snapshot dashboard lets you view the up-to-date Recommended Plan results in relation to the Confidence Zone and displays the Current Portfolio and how it’s compared to the Recommended Portfolio, Goals, Net Worth, and much more. It’s your financial life in one place that’s easy to understand.

Accounts

Stay connected. You can enter the accounts by integration or manually. You can seamlessly integrate your accounts so you can get the up-to-date information when logging on.

Transactions

Identify and confirm your daily transactions from linked accounts. Clients like to use this tab to help them identify any unauthorized charges at one place instead of logging in to multiple accounts.

Spending

Spending let’s you understanding where money goes and where you can cut back so you can discover ways to save more.

Budgets

The visually engaging tools empower you to create budgets with clarity around spending, debt and cash flow. These tools and experience allow you to quickly learn about your spending and savings habits and easily track progress, helping you become financially aware.

Monte Carlo Simulation

The Monte Carlo Probability of Success indicates the likelihood of funding all of your goals based on your portfolio and running it 1,000 times with a different sequence of returns each time. From the above example, you would fund 100% of your goals 830 times, and the remaining 170 times you would have a shortfall in funding one or more of your goals.

Portfolio Analysis

Portfolio analysis show a comparison between your current portfolio to the portfolio recommended, thus make any changes necessary.

Play Zone®

The Play Zone® is a fast and easy way for you to move the slider for retirement age, savings, goal spendings to see real-time on how it can affect your Probability of Success to achieve your goals.

Robust Financial Calculators

College Calculator, Social Security, Roth Conversion, Budget Calculator, Cost Of Delay, Inflation, IRA Contribution, Net Worth Calculator, Systematic Investing, Life Expectancy, 72(t) Distribution, Net Unrealized Appreciation, Tax-Deferred vs. Taxable, RMD, Beneficiary RMD

Expert Advice

Most importantly, you get expert advice from an independent CERTIFIED FINANCIAL PLANNER™ Practitioner with over a decade of experience.

What is our process?

What is MoneyGuidePro®?