Get familiar with MoneyGuide and learn how to begin building your financial plan. This lesson covers navigating the platform, entering personal information, adding participants, setting expectations, and reviewing important estate planning documents. Download the Before You Start Checklist below to gather what you’ll need before your first session.
Ready to get started?
MoneyGuide access comes with every Private Client relationship — built alongside your advisor, updated as life changes. To get started, schedule a call with a Stewardship Advisor. You’ll gain real insight into where you stand and the confidence of knowing there’s a plan behind every next step.
MoneyGuide is a financial planning platform provided by Envestnet | MoneyGuide and is made available to SMI Private Client investors. This course is educational and is not investment, tax, or legal advice. Projections and scenarios generated in MoneyGuide are hypothetical, do not reflect actual investment results, and are not guarantees of future results.
MoneyGuide: Planning for Your Best Financial Future
You’re investing for your future, but do you have a clear plan for it? MoneyGuide is the financial planning tool trusted by advisors nationwide, and access is included for Select and Premier Private Client households.
Your plan is built alongside your Stewardship Advisor, starting with your needs, wants, and wishes: the essential expenses you’ll cover in retirement, the things you’d like to do, and the dreams you’d love to make possible. From there, MoneyGuide shows how confident you can be that you’re on track and points to the adjustments that would make the biggest difference, whether that’s retiring a year later or saving a little more each month.
Your plan is also tested against what might not go as expected, like higher health care costs or weaker market returns, so it’s built to hold up in real life. And as life changes, your Stewardship Advisor will update it with you to keep it current.
The result is a clear picture of where you stand and the confidence to take your next step.
Ready to see where you stand? Schedule a conversation with a Stewardship Advisor to begin building your plan.
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