- Who We Are
- Who We Serve
- Client Logins
The New Age of Financial Planning
We all know we should have a financial plan. But for many people, the financial planning process is just too cumbersome and arduous- lots of gathering of paper and statements, crunching numbers, etc. Well no more! Financial planning in the digital age has taken a quantum leap forward, evolving into a fun, collaborative process that you and your financial advisor can utilize to help you work toward your goals and dreams.
Our goals-based financial planning portal1 makes it simple to outline what you want to achieve and visualize potential solutions and their impact on your long-term plans. And, since it is completely digital, your plan updates as your life does, each day, giving you the flexibility to consider new events and changes in your life.
You can choose to work with us directly from the beginning or you can take advantage of myMoneyGuide® 1, a guided planning experience where you have the option to complete a retirement lab from the comfort of your own home. At the end of your lab, you can choose to invite our participation, share your information with us, and enhance your plan, or not. Either way you will be more prepared to sit down with an advisor to discuss the best way to implement your plan. Watch the short video below to learn more.
The above video is property of © MoneyGuide Advisory, Inc. Reproduced with Permission. All Rights Reserved.1 MoneyGuidePro® and myMoneyGuide®, financial planning tools from PIEtechSM, are registered trademarks of PIEtechSM and MoneyGuide Advisory, Inc., respectively.