myMoneyGuide®

A guided online planning experience where participants build their own personalized plan for retirement. Our instructors moderate the process and position you as the financial professional who can help enhance and implement that plan.

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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.


Enroll.

They enroll in the Lab of their choosing, offered on a variety of days, nights, and weekends.


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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myMoneyGuide® and myMoneyGuide Lab® are registered trademarks of MoneyGuide Advisory, Inc. All rights reserved. Used with permission.