
MoneyGuidePro®
A two-way digital experience for financial planning
A powerful, sophisticated goals-based financial planning software used to design a personalized, high-quality financial plan based on your financial goals.
My Snapshot
View your financial plan at a glance, including progress to date and your confidence measure for meeting your long term goals.
Play Zone
Try out new scenarios in the Play Zone® by adjusting factors such as your age of retirement, how much you spend on each goal, how you invest and how much you save. Instantly see impacts to your confidence measure and send changes directly to your planner.
Two-way Experience
Collaborate with your planner as goals, needs and concerns change. Your planner can send you a plan and see any adjustments you make on your side.