Imagine having a financial plan that adapts to you, not the other way around. Moneyguide MyBlocks users enjoy:
Customization
Tailor blocks to your unique situation, from family budgeting to legacy planning.
Real-Time Feedback
Instant projections on growth, taxes, and more.
Secure Collaboration
Share your plan with our team for expert refinements.
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Use our tools to begin putting YOU IN CONTROL
Play Zone®
Clients can test various scenarios and modify different variables to immediately see the impact on their plan results
Your Goals
Allow your clients to set personalized goals whether it’s purchasing a home, starting a business, or paying for their children’s college.
Retirement Income
Enter any income, other than Social Security, that is expected after retirement.
Investment Assets
Enter any savings and other marketable assets that make up the client’s investment portfolio.
Loss Tolerance
Use the Loss tolerance block to find out the client’s risk score. As they engage with the block, your client can see how their score correlates with investment strategies and potential losses.