When you think of a financial plan, what comes to mind? A budget? Your goals and bucket list items? Or maybe something that’s only for the ultra-wealthy people of the world? Here’s the truth: everyone needs and deserves a financial plan. Not only does a plan unify every piece of your financial puzzle and reflect your needs and dreams, but it also arms you with strategies and motivation to walk toward your future with confidence.
At Baobab Wealth Management, our goal is to help you take command of your wealth by creating a personalized plan to help you work toward your goals. We know that’s easier said than done, so we offer MoneyGuidePro, a dynamic wealth management tool that helps you keep all the pieces of your financial life organized. Here’s a look at how we use MoneyGuidePro and what it can do for you.
MoneyGuidePro starts by exploring what will be the heart of your financial plan – your goals and dreams – then evaluates your resources, liabilities, and the possibility of the unexpected to give you a clear picture and strategy for your financial life. Not only will you be able to see your complete financial picture in one place, but you will also have access to features and tools that will give you confidence in your plan:
- Lifestyle Goals: The software helps you define and prioritize your goals and put your financial decisions into perspective by dividing your goals into needs, wants, and wishes.
- Play Zone®: This cutting-edge tool allows you to interact with your plan, varying elements that are within your control, such as retirement age and savings, to visualize the impact on your future.
- Holistic Stress Testing: Life is full of the unexpected, but that doesn’t mean your finances have to suffer. This feature allows you to share your fears and concerns and plan for factors outside of your control.
- Cash Flow Planning: The last thing you want to experience in retirement is running out of money. The cash flow section of MoneyGuidePro allows you to map out your retirement years and plot the various goals, surpluses, and shortfalls that can happen over the life of the plan.
Want to know more? Watch here to see what MoneyGuidePro can do for you.
At Baobab Wealth, we want you to experience the value a financial plan can bring to your life as well as see the value in working with us. This is why there is never any cost or obligation to create a financial plan with us. During the financial planning process, we focus on getting to know you, seeking to understand your hopes and dreams, concerns and questions. We take a holistic approach and explore your situation comprehensively. Then, we walk you through the creation of a financial plan using MoneyGuidePro to allow you to get to know us and our firm while also seeing the potential for your future.
We have no doubt that you will be blown away by our approach and the value of a financial plan created by MoneyGuidePro. But we also understand that financial planning is a big step and commitment. If you are not ready to dive in and work one-on-one with a planner, we invite you to take advantage of My MoneyGuidePro, a self-directed use of the software, to create your own plan. My MoneyGuidePro will guide you through the whole process and leave no stone unturned, leaving you with a personalized financial plan. We offer this to you with no strings attached because we are passionate about what a financial plan can do for your life.
Create your plan with My MoneyGuidePro and don’t hesitate to reach out for us if you are ready to take control of your financial life.