THIS IS DUE 3/2 EST-5
Money Guide Pro Financial Plan Instructions
Once inside Money Guide Pro, this is the process to prepare your assignment for grading:
Ç Click on “Start Planning”
Ç Add New Client
Ç Enter Client personal information
Ç Select Add New Plan
o Financial Goal Plan
o Retirement & Estate
Ç Go through and enter client information for every page and scenario
o Remember that if the client’s present situation doesn’t meet their goals, you will need to tweak it with your recommendations to meet their goals!
Ç When finished, you will end up on the “Create Reports” page
Ç Choose “Use a Standard Report Template”
o Choose “Presentation with Details” in the drop down menu
o Check the box for “Default Template Options”
o Hit the “Create” button
**I will send further info apron bid.
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