LIFESTYLE GOALS
- Walter Oney Software Mobile Phones & Portable Devices Driver
- Walter Oney Software Mobile Phones & Portable Devices Drivers
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What Your Clients Really Care About
Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.
More FeaturesPlay Zone®
Walter Oney Software Mobile Phones & Portable Devices Driver
Interact with Their Lifestyle
Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact
More FeaturesHolistic Stress Testing
Manage Long-Term Expectations
What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.
Walter Oney Software Mobile Phones & Portable Devices Drivers
More FeaturesCash Flow
Bring the Detail When You Need It
Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.
More Features