How are your advisors helping clients plan for a fun retirement?

myMoneyGuide® can help.


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myMoneyGuide® Enterprise allows financial institutions to white-label and customize a guided planning experience that focuses on helping clients achieve their goals in retirement. Your advisors can help more clients create financial plans in an efficient and engaging way.

myMoneyGuide® will help you...

Create Deeper Client Relationships

Understand your clients' expectations, concerns and goals for retirement before ever meeting with them. Help them feel empowered by becoming their trusted educational resource.

Grow Your Business

Identify new opportunities with existing and new clients based on completed plans shared by them. Client-driven plans include an average of 8 goals vs. 2 goals for advisor-driven plans.

Differentiate Your Firm

Offer clients a unique and interactive retirement planning experience that is branded for your firm. Engage more clients by helping them create quality financial plans.

Scale Your Practice

Deliver quality financial plans on an unprecedented scale to your clients in an engaging and efficient manner. And generate more referrals with engaged and satisfied clients.

The Process

Create.

Labs, videos and content can be created to meet your firm's needs.

Integrate.

Incorporate the Labs into your website to create a consistent brand experience.

Engage.

Invite existing and potential clients that are best suited for the program.

Participate.

Clients enroll in Labs and create their own personalized plan for retirement.

Contact.

When finished, clients can request help to improve their plan from your advisors.

Re-Engage.

Run marketing campaigns to re-engage clients that did not share plans.

myMoneyGuide® can help your advisors create more financial plans to help clients achieve their goals and better prepare for retirement.