ABOUT MONEYGUIDEPRO®
Turn Your Goals Into a Plan You Can See
MoneyGuidePro® gives you more than a spreadsheet—it gives you a vision. It’s an interactive planning tool we use to help you understand how your financial decisions connect, test different outcomes, and move forward with confidence. Whether you're preparing for retirement, balancing goals like travel or college funding, or simply wanting to feel more organized, MoneyGuidePro® brings clarity to the big picture and the details.
The MoneyGuidePro® Advantage
Planning for the future often feels like trying to read a map in the dark. You know where you’d like to go—retire comfortably, support your kids, maybe travel—but the path feels uncertain, especially with so many variables in play. That’s where MoneyGuidePro® comes in. Imagine being able to sit down with an advisor and see your future—how buying a new home in five years might affect your retirement date, or how adjusting your investment strategy could allow for more flexibility down the road. With MoneyGuidePro®, it’s not just talk—it’s visual, scenario-based, and built around your life. It helps you answer questions like “What if I retire early?” or “What if healthcare costs rise?”—and adjust your plan in real time, so you’re not left guessing.
Tools That Make Your Financial Plan Personal
We use MoneyGuidePro® because it empowers you to engage with your financial life in a meaningful way. Below are just a few of the features we use to bring clarity and confidence to your plan:
Online Fact Finder
Helps you securely organize your financial details and life goals. It simplifies prep work and sets the stage for a more productive, personal planning conversation.
Auto Goals
Suggests goals based on your age, life stage, and financial profile—helping you see what’s possible, even if you’re not sure where to begin.
Health Care Cost Smart Goal
Visualizes expected healthcare costs in retirement based on real data, so you can plan with eyes wide open—not just hope for the best.
Risk Tolerance
Helps align your investments with your comfort level and time horizon. You’ll see how your portfolio fits your goals—and what adjustments may improve the fit.
Test Variables
Runs what-if scenarios in real time—like retiring earlier, downsizing, or increasing savings—to see how different choices impact your overall plan.
Holistic Stress Testing
Tests how your plan holds up in tough market conditions, rising inflation, or unexpected life events—so you’re not caught off guard.
Allocation Comparison
See how different investment allocations would affect your plan’s performance—making it easier to choose a strategy that supports your goals.
Planning Portal
A secure, interactive dashboard where you can view your plan, track progress, and collaborate with your advisor anytime, anywhere.
Ready to See Your Financial Future More Clearly?
MoneyGuidePro® is just one of the smart tools we use to help you plan with purpose and confidence. Whether you’re just getting started or want a second opinion on your current strategy, we’ll show you what’s possible—and help you get there.