Congratulations on taking this first step to enter your household financial data to begin your financial planning. Follow along with the three steps and resources below to get started.
Step 1: Ask your advisor or firstname.lastname@example.org for a MyBlocks/MoneyGuidePro.com URL by email
Step 2: Register your account, use the video below to follow along
Step 3: Complete the following MyBlocks pictured below Your Goals, Investment Assets, Retirement Income, Other Assets, and Liabilities
Step 4: Book your first financial planning meeting with your advisor! Click the "Clients" button at the top of this page to find your advisor's headshot to click on and use their booking tool.