coaching

MoneyGuidePro Financial Planner Software Review

By Linda McKinney 14 June, 2023 2 mins read

MoneyGuidePro

MoneyGuidePro financial advisor software helps wealth managers and clients keep on track with their financial goals. It also features a client platform, SMART Portal, as well as a Play Zone. These tools enable advisors focus on long-term objectives and build models for client portfolios. Clients can also take part in the financial planning process, making adjustments.

MoneyGuidePro comes in three versions, including the free one. MoneyGuidePro One is the most basic version, while the more advanced MoneyGuidePro Pro and Elite versions offer tax planning, risk management, and estate planning. Envest purchased MoneyGuidePro recently for $500 million.

MoneyGuidePro is a great presentation tool. It allows advisors transform client plans into PowerPoint presentations. These presentations allow clients to see the plan clearly, which is important for client engagement. MoneyGuidePro has a life-expectancy calculator that allows users to enter their smoking history and other information. This allows advisors to compare clients' plans to previous projections.

FreshPlan

FreshPlan, a simple-to-use financial planning software, helps financial advisors create financial plans in just minutes. It features a visual planner, calculators, and infographics that make the process a breeze. It is easy to use wherever you are because of its versatility. It can be used to create plans for one client or multiple clients.

FreshPlan is available as a variety of versions. The first version is absolutely free. The other versions have additional features such as estate planning and risk management. The Elite version offers tax planning. Envest purchased the company recently for $500 million. FreshPlan is an excellent option for small financial institutions. You can use it immediately after it launches, at a reasonable price.

The software allows financial advisers to monitor clients' plans over time. The software allows financial advisors to set up alerts for clients who are experiencing important financial life events. The system has a central advisor dashboard, which is intended to serve as the center point for comprehensive financial planners.

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FAQ

How long does it take to start seeing results?

You may not notice changes immediately after you start therapy but you will certainly begin to notice improvements within the next few weeks. Changes will be more noticeable the quicker you keep at it.

You might feel less stressed and more confident. This could lead to greater mental peace. These are just a few examples of how your life can improve once you change your thinking and behavior.

Can a life coach help you lose weight?

A life coach will not necessarily help you lose weight. They can help you reduce stress and develop healthier habits.

This means that a coach can help make positive changes to your life, such as improving your diet and alcohol consumption, exercising more frequently, and better managing your time.

Do I have the right to pay upfront for my purchase?

There is no need to make payment until you have received your final bill.

Many life coaches do not charge an upfront fee, which makes it simple to benefit from their expertise without having to spend any money.

You will need to agree to a price if you hire a coach before you start your relationship.

What is the difference between life coaching and counseling?

Counseling focuses on helping clients resolve issues related to personal problems, while Life Coaching helps them develop skills for success in all areas of life.

Counseling is a one-on-one service in which you meet with a counselor who will help you solve your specific problems.

Life Coaching is a group service that allows you to meet up with other peers and help them grow as individuals.

Life coaching can usually be done via the internet or by phone. Counseling is typically done face to face.

Coaching for life focuses on helping you develop skills and positive habits that will help you achieve your goals. Counselors often focus on solving current issues.

Counseling is different from life coaching in that counselors deal with problems, while life coach help you to move beyond them and create a life that is fulfilling.

Are life coaches worthwhile?

It is easy. If you are looking for an easy way out of any problem, you must find another solution. But if you want to have a long-lasting positive impact on people's lives, then coaching could be for you.

Coaching is all about helping others change. It requires a lot of hard work, but when it pays off, it feels incredible.

You'll learn how to make yourself a better person, and also how to help others grow.

You will feel confident and strong, and the results you achieve will last a lifetime.

These are the questions to ask yourself if life coaching might be right for you.

Do I know myself well enough to make changes in my life?
Can I be willing to work hard to achieve my goals?
Are you able to make major changes in your life? Can I dream big dreams?
Do I have the desire to improve my life?
How much time do I have available for coaching?
What kind support do I require?
Is there any hidden cost to becoming a coach for life?

Statistics

Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (leaders.com)

External Links

inlpcenter.org

The World's First Online NLP Institute - Best NLP Training & Certificate

tonyrobbins.com

coachingfederation.org

International Coaching Federation at Home

ncbi.nlm.nih.gov

How To

What is a life coach, and how do they help?

A life coach is someone who helps people improve their lives through advice on personal development and career guidance, relationship counseling or business coaching, financial planning, wellness, and other topics.

A life coach provides support and assistance for individuals who are looking to make positive changes in their lives. They may be able help individuals with addiction, depression, anxiety and trauma.

Life coaches can help clients achieve their goals using a variety of techniques. Motivational interviewing is a popular method that helps clients set goals, achieve their goals, use self-reflection, assertiveness and cognitive behavioral therapy.

Life coaching is a form of psychotherapy that offers a more holistic approach to life. While they may charge less than therapists for similar services, coaches are often cheaper than those who provide therapy. Life coaches are often experts in a particular area, such parenting or love relationships. Some coaches are primarily focused on adults while others specialize in working with teens or children. Others coaches may be experts in other areas, such as education, fitness, nutrition or sports performance.

Coaching life includes the following: