myMoneyGuide®

With two levels of guided planning – Lite and Expanded – myMoneyGuide® enables clients to create a basic financial plan and then request help from the financial advisor who invited them. Throughout the experience, myMoneyGuide® positions the advisor as the planning expert.

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The Process

Invite.

Your client clicks on the unique link in their email invite, bringing them to your personalized landing page.


Participate.

Participants build their profile, explore their goals, expectations and fears, developing their personalized retirement plan.


Contact.

After the Lab, your client can decide whether to request help from you to improve and implement their plan.

READY TO GET STARTED?

myMoneyGuide® is only available to MoneyGuidePro® users!

To begin, login to your version of MoneyGuidePro® and click myMoneyGuide® on the main menu page.

myMoneyGuide® Enterprise

myMoneyGuide® Enterprise allows financial institutions and employers to white-label and customize their own guided planning experience. All videos, content, conversations and output are customizable.

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