![]() ![]() These screens affect zero calculates in the plan, and should be entered like any other conversation. Personal Info & Children. Enter as appropriate. All other plans require the retirement tile in the goals section, and this, while important, messes with the results of the short-term plan. This is the only financial goal plan conversation that DOES NOT require a retirement living expense goal. Step 2Ĭreate the client > Click + Financial Goal Plan > select the College Zoomer conversation. If they are not, the first goal should be to increase their savings, and then determine the net taxable income that can be utilized towards short-term goals. First and foremost, a client with a short-term plan needs to verify that they are on track to retire on their terms at their current savings rate. Money Guide Pro is a great tool for retirement projections and goals-based financial planning in general, but can it be utilized to run a shorter-term, more cash flow based projection? The answer is yes, and the following article details my approach to structure a mathematically correct short-term goal plan - I also had opportunity to verify the accuracy with MGP's team of highly trained support, and that my approach produced meaningful results. If you require assistance with these issues, please contact the application software provider directly.Click here to watch the recorded session. Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you have any issues or concerns with this conversion please send an email to Junxure support at support or call us at 1 (866) 586-9873, Option 1. You may now use the MoneyGuidePro interface from the contact record on the Financial Planning > Interfaces tab. Select Junxure from the dropdown next to Database Name.Click the Refresh button next to the Database Name Field. ![]()
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