Are You on Track for the Retirement of Your Dreams?

Introducing myMoney Guide®,  an interactive financial planning experience

 Create Your Financial Plan

Create your financial plan in under 90 minutes with our digital experience

A plan can help you make the most of your resources and prepare you for things that can financially hurt your retirement.

Studies show that having a financial plan increases your likelihood of success by over 50%  

 Clarify Your Goals

By clarifying your goals, you'll pinpoint what's most important, what you're doing right, and areas you need to improve

Speak to an Adviser

After completing your plan, you have the opportunity to discuss your results with an adviser.  

Frequently Asked Questions

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What do you envision for your ideal retirement? 

Do you see yourself sitting under a cabana on a white, sandy beach, relaxing and listening to the waves with your favorite cocktail in your hand?

Or maybe your goal is to travel the world, experiencing the history and beauty of nature with no worries about going back to work.

For others, retirement might mean spending more time on the golf course , learning that new skill you’ve always wanted to explore, or enjoying life with your family and friends – really slowing down and savoring each moment.

This wonderful image is going to happen if you plan for it. If you don’t plan ahead, your retirement won’t be fun, enjoyable, and most importantly, funded. Without proper planning, you may be faced with difficult decisions such as postponing retirement because the stock market went down, going back to work during retirement because you ran out of money, or you may need to lower your standard of living because you’re afraid of outliving your decreasing assets.

Properly planning for retirement includes looking at things like:

  • Your expectations and goals for retirement
  • Your priorities
  • Your income, assets, and investments
  • How much risk you’re willing to accept
  • Social security options
  • Healthcare costs
  • Your probability for success

This is a lot to plan for, especially if you’re trying to do it by yourself. That’s why I’m inviting you to myMoneyGuide® experience, an award-winning lab, which will walk you through each of these important planning steps through an interactive, online experience.

The myMoneyGuide Lab is a financial planning tool that’s invite-only. This digital experience walks you through financial planning, particularly for retirement. There are tons of tips and educational resources for you, but the lab also helps you personally plan for retirement based off of your income, your assets, and your potential goals.

You can finally rest assured that you’re prepared and in control of your future, because you’ve taken the proper steps to get there. (Oh, and it only takes about 90 minutes.)

There is a happy medium between saving for retirement and enjoying life now, and the myMoneyGuide Lab is the perfect tool to find it. You will finally pinpoint your goals and feel confident that you’re on the right track to reach them.

Get a Financial Plan Without Breaking The Bank!

Full financial planning services can be expensive, and perhaps you aren’t ready for that yet. This digital experience makes it easy to get on track without breaking your budget. Dip your toes in the water and get a sense of where you are now and where you want to be by retirement. No matter what stage of life you’re in – first joining the professional workforce, nearing retirement, or already in retirement – this user-friendly retirement planner will fit your individual needs.

Choose Your Level of Commitment

Included with your myMoneyGuide lab is a free, 45-minute phone consultation with a Personal Wealth Adviser to review your personalized results and ask follow-up questions – a $350 value and a great way to improve your odds of success.  This is completely optional however and there is no obligation to speak to a Personal Wealth Adviser unless you choose to.

What's Included

The cost for the myMoneyGuide planning experience is $199. We want to offer this for free, by myMoneyGuide does charge us an enrollment fee. However, here’s everything you’re getting for the cost of $199:

  • An award-winning retirement planning program developed by certified financial planners
  • A personalized retirement plan
  • Guided tutorials with education, estimates, and tips along the way
  • A close look at what-if scenarios, such as unexpected medical bills, a drop in the stock market, or cuts to Social Security
  • A confidence meter which showcases your probability for success given your current plan
  • The PlayZone, which lets you instantly see how changing expectations, such as when to retire or how much you save, can impact your overall plan
  • A free 45-minute consultation with a Personal Wealth Adviser to review your results (usually costs $350)
  • The feeling of being prepared, in control, and confident that you’re making the best decisions for your future

If you want to stop losing sleep over the fear of retirement, take advantage of this special offer. Retirement doesn’t have to be a gloomy “unknown.” Let’s make the plan today so you can relax and enjoy life, both now and in your future.

Enroll in myMoney Guide for $199!

Q: How is this different from a financial seminar?

A: There are a lot of differences between the two but generally financial seminars present investment education and ideas. myMoneyGuide Labs® are interactive and are designed to help you create your own plan for retirement.

Q: What is the software we'll be using?

A: It is a client-friendly version of MoneyGuidePro®, ranked the number one financial planning software by advisors for 8 consecutive years. The software is "goal-based" which means that the creation of your financial plan focuses on helping you achieve your goals in retirement.

Q: What do I need to prepare for a Lab?

A: First, think about what you would like to do in retirement and how you want to live – your retirement goals. During the Lab, you will be asked to enter those goals. You will also be asked about your financial assets and income since it will help determine how you will pay for those things in retirement. It's a good idea to gather your financial information before the Lab so that you can enter it quickly as you go. To help you do that, you can use the prep sheet available on your Lab dashboard. You won't need to enter any details about your financial accounts, and any information you do enter is kept safe.

Q: What's a myMoneyGuide Lab®?

A: A myMoneyGuide Lab is an interactive online workshop that helps you build your personalized plan for retirement with the guidance of our instructors. No other attendees can see your information or will even know you're there. You'll have complete privacy and confidentiality, allowing you to build your plan in a safe, judgment-free environment.

Q: What happens during the Lab?

A: You start by entering basic personal information and then move on to identifying your expectations for and concerns about retirement.

Next, you spend time choosing your retirement goals which includes your lifestyle, activities, and other things that are important to you and how much money you will need to meet those goals.

In terms of how you'll pay for those goals, you'll be asked to enter information about your Social Security benefits, pension, retirement and other assets, and liabilities (loans, mortgage, etc.). From this information, you'll learn your net worth.

You'll be asked about your risk tolerance and how you would behave in a market downturn.

Then, you'll see your initial results. The software will give you opportunities to improve your plan and test it for the financial impact of risks beyond your control, such as market losses or a cut to Social Security.

You can review your plan summary and choose your next steps.

Don't worry if you're not sure about some of this information, the software and instructor will guide you throughout. At the end of the Lab, you'll have a much better sense if you're on track for the retirement of your choosing.

Q: Can I ask questions?

A: Of course! You can ask as many questions as you would like by typing in the chat window during chat hours, or by email when chat is unavailable. No one will see your question except us, and we will reply through chat or email as applicable.

Q: How long does the Lab take?

A: That's up to you. During the Lab, you can pause the guidance video at any time, allowing you to enter information or use the software features at your own pace. On average, people take about 90 minutes to complete it. You may finish sooner, but we'd encourage you to schedule the Lab when you can take as much time as you'd like. You're also welcome to exit the Lab and come back to your plan, while you have access.

Q: There are a lot of other things I can do with my time. Why should I spend it in a Lab?

 A: Well, of course, you have lots of things to choose from but how many can actually help you get control of your financial future and create a fun retirement? Financial planning may involve some work on your end but you will find that the result is well worth the time you put into it. Ignorance, in this case, is not bliss. It's a great feeling when you learn, put plans in place, stop worrying and start taking action. Creating a financial plan that helps you focus on your goals and monitor your progress can free you up to think about all the fun things you want to do in retirement and that's definitely worth your time.

Enroll in myMoney Guide for $199!

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