myMoneyGuide® is a guided planning experience that can help you create a customized financial plan focused on your goals, concerns and expectations. A plan can help you make the most of your resources and prepare you for things that can financially hurt your retirement. Get started on your plan today with myMoneyGuide®.
Define what you need, want and wish for in retirement. Then prioritize your goals and create an action plan to help you make progress towards them.
Take a look at what happens to your plan when you spend less, save more, retire later, or change how you invest. Choose tradeoffs to get the retirement you want.
What would happen if you experience a sudden market drop, unexpected health expense or your pension was cut? Test your plan to find out.
You will be invited by an advisor and will be directed to a personalized website.
You can select from Labs available 7 days a week and enroll in a Lab of your choice.
You can create your own personalized financial plan by completing the Lab you select.
You decide if you want help from a financial professional to improve your plan.
A Lab is a guided online experience that helps you create a customized financial plan focused on your expectations, concerns, and goals. It gives you a chance to think about how you want to live in retirement, what's most important to you and how much money you will need to reach your goals. Completing a Lab is a valuable experience that can help you better prepare for retirement.
You can choose when to participate in a Lab and go at your own pace. You may ask questions during the Lab via chat or email as available. Choose a Lab depending on where you are in life. Are you 10 years from retirement? More than 10 years from retirement? Already retired? We have a Lab that can help you. At the end of the Lab, you can choose to have your plan reviewed by an advisor or continue to work on your plan alone.
If you are interested in creating a plan for your retirement, a Lab is for you. It's also a great way to help you feel prepared when meeting with a financial advisor.
MoneyGuide, Inc. ("MG"), the developer of myMoneyGuide® and moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our website.
When you register, we will ask you for your name, email address, and contact information, and you will be asked to select a password. You may also be asked to select a user name.
We use your name to personalize your reports generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to create or access your financial plans, we will recognize you by your user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.
To use our software, you or your financial advisor must input personal financial data for you and, if applicable, your co-client. The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) or analyses for you.
"Cookies" are small files used by websites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is not for sale or distribution.
When you access your financial data, we use a state-of-the-art secure server to keep all your personal information as secure as possible. The transport layer security (TLS) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.
You also acknowledge that MG may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. MG may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual's financial information.
Your data is not shared with anyone other than the financial professional who invited you. However, it is up to you whether you ask them for help in improving your plan.