Money Guide Pro Financial Plan Instructions Once inside Money Guide Pro, this is the process to prepare your assignment for grading: • Click on “Start Planning” • Add New Client • Enter Client personal information • Select Add New Plan o Financial Goal Plan o Retirement & Estate • Go through and enter client information for every page and scenario o Remember that if the client’s present situation doesn’t meet their goals, you will need to tweak it with your recommendations to meet their goals! • When finished, you will end up on the “Create Reports” page • Choose “Use a Standard Report Template” o Choose “Presentation with Details” in the drop down menu o Check the box for “Default Template Options” o Hit the “Create” button **I will send further info apron bid.