Watch Brad Rosley’s video tutorials on how to take full advantage of Money Guide Pro’s data input and output features.
Money Guide Pro
How to Add Online Accounts
Learn how to add online accounts to Money Guide Pro by entering your usernames and passwords.
How to Add Goals to Your Financial Plan
Add or update Needs, Wants or Wishes to your personal plan. See where you are and where your plan is taking you.
How to Add Offline Assets
Add offline investments to your plan (house, assets you can’t access online)
How to Use Finametrica
Fill out the Finametrica online questionnaire so we can take a deeper look into your Investor Risk Profile.
How to see Asset Allocation
Look at how your total portfolio is allocated compared to how it would be if you followed the answers on your Finametrica Investor Risk Profile.
How to Navigate Snapshot
Check out your Confidence Zone, Investment Assets, Liabilities, Net Worth, and much more.
How to Create a “What if” Scenario
Create your own “What if” scenarios to see potential financial plan results.
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