The best financial plans are the ones that address your most important goals and meet your standards. Often the best way to fine tune a plan is to “fiddle” with it….that is, to be able to test the plan with “what if’s”.
For those of you who have gone through the process with us, you know that we have had the capability of running numerous scenarios to test multiple possibilities. But, we have had one flaw in our process. We needed to find a planning program that allows our clients access to the plan and perform their own checks and balances against various scenarios.
We are very pleased to tell you that we have found the program that will allow us to do that….MoneyGuidePro. While as comprehensive as our previous program, we can now provide clients with a portal to log onto their personalized plan, review it, and test it against many alternative assumptions.
Clients who have started using this program have given it high marks. Being an active participant in the planning process is critical, and now can be done on your own computer.
For many of our clients, the first step was the hardest….dealing with the unknown. So, here’s a quick start guide that will give you an idea of the kind of information we need to help get you on the path to a well designed personal financial plan. First, here’s a questionnaire for Retirement Planning:
Do you have children? For many the prospect of funding ever-escalating tuitions is a worry. Here’s a brief questionnaire to help us help you get on the right track: