DIY Retirement Plan - Via MyMoneyGuide

A great retirement plan at a great price!

Having good retirement plan is almost a must these days. With the complexity of our lives, our work benefits, our taxes, and our investments increasing all the time, without a good plan of action you may be missing out or losing out on a good bit of your potential wealth and/or financial security. However, going to a traditional financial planning firm to have a professional build your plan can be expensive and you're not even sure what you'll get...

Now, with our DIY plan, through Money Guide Pro, you can build your own retirement plan. With out sophisticated yet intuitive software you can remove the most expensive piece of the planning equation: a dedicated financial advisor.  Of course, after you're done with your plan, you may absolutely consult with and establish a relationship with us if you desire, but if you just want to build a plan, play with the results, and then move on; this may be exactly what you're looking for!

Simply $200

*Signup is fast, simple and you may start your plan at any time.

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myMoneyGuide® is a guided planning experience that can help you create a customized financial plan focused on your goals, concerns and expectations. A plan can help you make the most of your resources and prepare you for things that can financially hurt your retirement. Get started on your plan today with myMoneyGuide®.

myMoneyGuide® helps you...

  • Identify Your Goals

    Define what you need, want and wish for in retirement. Then prioritize your goals and create an action plan to help you make progress towards them.

  • Explore the Possibilities

    Take a look at what happens to your plan when you spend less, save more, retire later, or change how you invest. Choose tradeoffs to get the retirement you want.

  • Test for the Unexpected

    What would happen if you experience a sudden market drop, unexpected health expense or your pension was cut? Test your plan to find out.

The Process

  • Invitation.

    You will be invited by an advisor and will be directed to a personalized website.

  • Enroll.

    You can select from Labs available 7 days a week and enroll in a Lab of your choice.

  • Participate.

    You can create your own personalized financial plan by completing the Lab you select.

  • Contact.

    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.

We have priced this model below our costs because we believe that we can help our Simple rebel clients achieve great financial success, which will develop into the need of more of our services in future. Take advantage of our optimism and start to build a great relationship of financial success with a firm that believes in you!