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Toggle navigation Solutions MoneyGuideOne MoneyGuidePro MoneyGuideElite MyBlocks Client Portal & Aggregation Add Ons Integrations Support Training About Us Our Company Our Team News Contact Pricing MoneyGuide MyBlocks Login Tax Planning Visually illustrate strategies that smooth clients' tax burden. Video Request Demo Everyone needs and deserves a quality financial plan. ® MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering: One Pro Elite One MoneyGuideOne is a streamlined version of MoneyGuidePro ® , designed to get a quality plan result in less than 5 minutes. Learn More Pro MoneyGuidePro ® , our flagship product, has been named the #1 Financial Planning Software 11 years in a row. [1] Learn More Elite MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services. Learn More Download Comparison Chart (PDF) [1] Financial Planning Tech Survey 2018 LIFESTYLE GOALS What Your Clients Really Care About Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you. More Features Play Zone ® Interact with Their Lifestyle Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact More Features Holistic Stress Testing Manage Long-Term Expectations What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider. More Features Cash Flow Bring the Detail When You Need It Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs. More Features Transform how your clients view their financial future. Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface. Learn More Powerful Industry Leading Integrations Integrations make advisors more efficient and improve the quality of data flowing into client plans. More complete and accurate data means stronger financial plans. Dive In Let's build plans together. Try It Today X A new way to experience the Advisor Summit. Things happen. Plans change. Join us for a new Advisor Summit where you can control your experience. Learn More Solutions MoneyGuideOne MoneyGuidePro MoneyGuideElite MyBlocks Client Portal & Aggregation Add Ons Integrations Support Training Customer Service Information Testimonials Customers FAQs About Us Our Company Our Team Careers News Investor Relations Events Contact Us Stay Connected Newsletter Sign Up © 2020 MoneyGuide, Inc. | Privacy Policy | Security Homemade in Powhatan. MoneyGuide, Inc. / 1588 Oakbridge Terrace / Powhatan, VA 23139 Chat with us! -- Llama Help You...