Money Guide Pro Financial Plan

Once inside Money Guide Pro, this is the process to prepare your assignment for grading:

• Click on “Start Planning”

• Add New Client

• Enter Client personal information

• Select Add New Plan

o Financial Goal Plan

o Retirement & Estate

• Go through and enter client information for every page and scenario

o Remember that if the client’s present situation doesn’t meet their goals, you will need to tweak it with your recommendations to meet their goals!

• When finished, you will end up on the “Create Reports” page

• Choose “Use a Standard Report Template”

o Choose “Presentation with Details” in the drop down menu

o Check the box for “Default Template Options”

o Hit the “Create” button

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