myMoneyGuide® helps you...
You will be invited by an advisor and will be directed to a personalized website.
You can select from Labs available 7 days a week and enroll in a Lab of your choice.
You can create your own personalized financial plan by completing the Lab you select.
You decide if you want help from a financial professional to improve your plan.
What's a Lab?
A Lab is a guided online experience that helps you create a customized financial plan focused on your expectations, concerns, and goals. It gives you a chance to think about how you want to live in retirement, what’s most important to you and how much money you will need to reach your goals. Completing a Lab is a valuable experience that can help you better prepare for retirement.
Control and Choices:
You can choose when to participate in a Lab and go at your own pace. You may ask questions during the Lab via chat or email as available. Choose a Lab depending on where you are in life. Are you 10 years from retirement? More than 10 years from retirement? Already retired? We have a Lab that can help you. At the end of the Lab, you can choose to have your plan reviewed by an advisor or continue to work on your plan alone.
Who is an Ideal Lab Participant?
If you are interested in creating a plan for your retirement, a Lab is for you. It’s also a great way to help you feel prepared when meeting with a financial advisor.