i love how moneyguide is a very easy visual for clients when showing them financial plans

I love : -setting goals as a confirmation that my initial due diligence with the client was correctly "heard" through data -using the budget tool to make annual retirement expenses are "real" -I also like the budget tool for helping our "money management" clients stick to a budget and we review monthly or less frequently to compare monthly averages year-to-date (I used to only use excel or google docs for this) -I love the net worth portion of MGP -I love the social security benefit analysis with certainty -The What-If worksheet is extremely helpful for analyzing different scenarios -We also use MyMoneyGuide with our financial literacy students and it's extremely helpful with the Video Lab -I also use the Plan Summary to add in our regular notes (about 30-40 custom entries per plan, many are duplicates by plan) -I really dig the way our Veo (TDAmeritrade Institutional) accounts sync well into a client's plan too -We also integrate with RedTail CRM

My clients really find security in knowing exactly when they can retire and how much they need to save to get there. MGP does a great job of allowing us to display our roadmap to clients in an easy to understand format.