MoneyGuidePro
MoneyGuidePro financial planning software assists traditional wealth managers and their clients to stay on track with their financial plans. It also features a client platform, SMART Portal, as well as a Play Zone. These tools enable advisors to focus on long-term goals and build models of client portfolios. Clients can also participate in the financial planning process by making adjustments themselves.
MoneyGuidePro can be downloaded in three editions. The free version is also available. MoneyGuidePro 1 is the most basic version. MoneyGuidePro Pro Pro Elite offers tax planning, risk and estate management. MoneyGuidePro was recently acquired by Envest for $500 million.
MoneyGuidePro offers a powerful presentation tool that allows advisors to convert client plans into PowerPoint-style displays. This allows clients to visualize the plan which is vital for client engagement. MoneyGuidePro also offers a calculator for life expectancy that allows users the ability to indicate their smoking status as well as other specific information. This helps advisors compare their clients' plans against previous projections.
FreshPlan
FreshPlan is a financial planning software that makes it easy for financial advisors to create financial plans in minutes. It has a visual planner and calculators. The infographics make it easy to follow along. You can access the software from any location thanks to its flexibility. You can create a plan either for one client or for 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. Tax planning is also available in the Elite version. Envest bought the company for 500 million. FreshPlan can be a great choice for smaller firms. The cost is very reasonable and you can begin using it right away.
The software enables financial advisors to track their clients' plans over time. You can set up alerts to notify you of important financial events. The system has a central advisor dashboard, which is intended to serve as the center point for comprehensive financial planners.
FAQ
Do I have to make a payment upfront?
After you receive your final invoice, no payment is required.
Many life coaches don’t charge any upfront so it is easy to begin benefiting from their expertise and not spend any money.
However, if you choose to hire a coach, you'll need to agree on a price before beginning your relationship.
Is it possible to lose weight with a coach?
While a coach may help you lose some weight, it won't guarantee that they will be able to help with other aspects of your life. However, they can provide advice on ways to reduce stress and promote healthier lifestyles.
This means that a life coach can help you make positive changes in your life such as improving your diet, reducing alcohol consumption, exercising more often, and managing your time better.
How much does a life coach cost?
A life coach charges typically $100-$500 per hour.
The average time they spend working on a client's case varies from two weeks to several months, depending on the coaching you are looking for.
A typical fee includes an assessment and consultation, as well as weekly calls or Skype sessions to discuss progress or plan for the future.
Life coaches provide support and guidance, as well.
Statistics
- According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.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)
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- 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
How To
What questions do life coaches ask?
Life coaching is a great way to help people become better at living by developing self-awareness, self-care, and positive change. This is a great job for people who are looking to make a positive difference in another person's lives.
Life coaches are trained to listen carefully to clients, understand their problems, and guide them toward solutions. They can offer guidance in all areas of life, such as finances, relationships, parenting, nutrition and spirituality.
They can help with identifying issues that may be holding you back and helping you to develop strategies for overcoming them.
A life coach may offer suggestions for improving your diet, exercise habits or social interactions.
A good coach will help you to find your own path and provide guidance on how to get started.
They might also ask questions like:
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What do you desire from life?
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What do you feel every morning?
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Where do you want to be in five-years?
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Who do you admire? Why?
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What makes you happy
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How does success look for you?
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What are your biggest fears?
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What is your greatest strength
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What are some things you need to work on?
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What is the one thing that you wish you knew before you embarked on your journey?
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What are your three favorite things?
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What are you grateful for?
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What are your values?
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What do you value about yourself?
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What are the things you don't like about yourself?
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Do you understand why you feel/act the way you do?
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Are you stuck at times?
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Have you ever felt depressed?
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What did this experience teach you?
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What do other people think about you?
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What are your thoughts about yourself?
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How do other people perceive you?
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What are your family and friends saying about you?
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What has been your greatest challenge?
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What is the best advice you have received?
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Which was your greatest mistake?
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What can others expect of you?