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Money Guide Pro

       

How MoneyGuidePro Works:

MoneyGuidePro is a client-centered, web-based financial planning and retirement planning software for financial goal planning, insurance needs analysis, asset allocation, and estate planning. The software allows online collaborative planning between the advisor and client.

Once we set up your MoneyGuidePro plan you will have access to your plan through your online portal, to view and make updates to your plan as your situation evolves. The process can be as collaborative as you would like.

*If you are interested in learning more about MoneyGuidePro or need to get set up with your online login please contact Jaquelyn James, jjames@cfiemail.com