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Toggle navigation Solutions MoneyGuidePro ® MoneyGuideElite℠ Wealth Studios MyBlocks Client Portal & Aggregation Add Ons Integrations Support & Training Customer Support Training Paraplanning EducationOur Company Our Team News Contact Pricing MoneyGuide MyBlocks Login A Comprehensive Planning Platform From foundational to sophisticated planning, easily engage clients through micro and holistic planning experiences. Video Request Demo Everyone needs and deserves a quality financial plan. ® JOIN US MAY 14-15, 2024 • PHOENIX, AZ Envestnet Elevate 2024 registration is live! Register now MoneyGuide offers dynamic configurations to build and scale your ideal financial planning offering: MyBlocks MoneyGuideElite℠ Wealth Studios MyBlocks Client-led planning tool that breaks down complex financial topics. Use to prospect and engage the next generation of investors. Learn More MoneyGuideElite SM Illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. Learn More Wealth Studios Interactively demonstrate advanced estate planning strategies, address client cash flow questions, and model dynamic net worth. Learn More 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 Let’s build plans together. Try It Today | Webinars | News | Newsletter Sign Up Solutions MoneyGuidePro® MoneyGuideElite℠ Wealth Studios MyBlocks℠ Client Portal & Aggregation Add Ons Integrations Support & Training Customer Support Training Paraplanning EducationOur Company Our Team Careers News Investor Relations Contact Us More Testimonials Customers FAQs © 2024 MoneyGuide, Inc. | Privacy Policy | Security Homemade in Powhatan. MoneyGuide, Inc. / 1588 Oakbridge Terrace / Powhatan, VA 23139 Llama Help...