MoneyGuidePro User Guides

MoneyGuidePro Overview

• ‘Real World Planning’ –MoneyGuidePro Planning
• Goal-based Planning with Full Cash Flow during Retirement –
  The “Whys” and “Hows” of this Hybrid Planning Approach

‘How To Guides’

• Retirement Plan
• College Plan
• Life Insurance Needs Analysis
• Long-term Care Needs Analysis
• Assigning Assets and Retirement Income to Goals
• Historical Returns and Projected Returns for Asset Classes and Inflation
  
  
  

Getting Started Guides - Using 'Collaboration’

There are 3 ways we use the 'Collaboration' feature with our clients. These PDF files describe each way:

• Getting Started for Clients – when using ‘View Only’
• Getting Started for Clients – when using ‘View Update’
• Getting Started for Clients – when using ‘Update All’