A Dynamic Financial Plan
The Traditional Way
A Financial Firm's Representative completes a short questionnaire with you to determine a starting asset allocation for your investment portfolio that they will be investing on your behalf.
We believe "Everyone needs and deserves a Quality Financial Plan."® We utilize MoneyGuidePro® Financial Planning Software. MoneyGuidePro® facilitates our
collaborative relationship with our clients and has been named the #1 Financial Planning Software for 11 years in a row.*
We complete an extensive information gathering process with you in order to develop your MoneyGuidePro® Financial Plan that will be a flexible
foundation for our collaborative relationship.
You have computer based access to your financial plan through your client portal that provides a snapshot of your success probability, goals, portfolio allocation and net worth. Your snapshot can broaden into explorable details and let you play with various what if scenarios.
* Financial Planning Tech Survey 2018