Cutting-edge Planning

Engage your clients.

The right financial planning tools can deepen the client-advisor relationship. As an experienced advisor, you understand this.

That’s why we formed exclusive partnerships and crafted dynamic tools. Our goal is to help you fully engage with clients.

How it works.

Deliver an engaging client experience. See how our solutions set you apart from the competition.

Evaluate your planning practice.

We help you dive into your planning processes and select the right tools for different segments of your practice.

Many of your clients will desire the full FinLife Digital Client Experience, while others may prefer the MoneyGuidePro® solution.

Build your program.

We offer customized training for your team with intensive workshops and on-site training alternatives through FinLife and MoneyGuidePro®.

We also help you design planning packages for your clients in order to streamline and grow your practice.

Implement with confidence.

Our tools are robust enough to track client implementation, nimble enough to provide quick updated snapshots, engaging enough to generate referrals, and flexible enough to provide faith-integrated core content.

Financial Planning Solutions

Meet the needs of the consumer revolution and its desire for a digital planning experience. Engage your clients with the tools to help them live their one best financial life.

The Premier Digital Experience

Through an exclusive partnership with FinLife, the Premier Digital Experience is a scalable process for optimizing client discovery and engagement.

By integrating material and content from Kingdom Advisors, we’re developing a comprehensive faith-based planning infrastructure, featuring several dynamic tools.

Card with a bar chart and trend arrow
The Money Mind® Analyzer provides an essential perspective on how biases can affect decision-making. It helps clients identify and understand their dominant Money Mind® to make better, more informed decisions in the future.
Card with a bar chart and trend arrow
Personal values and goals should inform your financial choices. The Honest Conversations® exercise employs cards to help clients prioritize their goals and make appropriate tradeoffs.
Card with a bar chart and trend arrow
Tracks client resources and goals against life’s ongoing changes. It helps clients make objective and smart trade-offs so their money works toward the life they want to lead.
Stacked papers with checkmark
A modern day financial plan providing a comprehensive measurement tool for the client’s financial life. This values-based wealth evaluation integrates the client’s qualitative and quantitative goals and highlights principles of Christian stewardship and generosity.
Notebook with OneAscent logo
Offers a clear and accessible tracking mechanism. It helps advisors track, measure and implement client goals by providing detailed action items for key objectives.

The MoneyGuidePro® Planning Solution

The MoneyGuidePro® Planning Solution is well known across the industry.

Rated the #1 Financial Planning Software for 10 consecutive years (as measured by the Financial Planning Magazine Tech Survey), their tools are renowned for outstanding client engagement.

MoneyGuidePro logo
Choices helps you solve the financial plan in three ways: logical tradeoffs, get my wishes, and retire when I want.
MoneyGuidePro logo
Play Zone® lets your client instantly see the impact of adjusting variables they can control like retirement age and lifestyle.
MoneyGuidePro logo
Made for the advisor, the What If Worksheet lets you modify the variables in a series of scenarios and solve them simultaneously.
MoneyGuidePro logo
SuperSolve® is a one-click solution for advisors, letting you lock different variables in the financial plan.

Through an exclusive partnership with FinLife, the Premier Digital Experience is a scalable process for optimizing client discovery and engagement.

By integrating material and content from Kingdom Advisors, we’re developing a comprehensive faith-based planning infrastructure, featuring several dynamic tools.

The Money Mind® Analyzer provides an essential perspective on how biases can affect decision-making. It helps clients identify and understand their dominant Money Mind® to make better, more informed decisions in the future.
Personal values and goals should inform your financial choices. The Honest Conversations® exercise employs cards to help clients prioritize their goals and make appropriate tradeoffs.
Tracks client resources and goals against life’s ongoing changes. It helps clients make objective and smart trade-offs so their money works toward the life they want to lead.
A modern day financial plan providing a comprehensive measurement tool for the client’s financial life. This values-based wealth evaluation integrates the client’s qualitative and quantitative goals and highlights principles of Christian stewardship and generosity.
Offers a clear and accessible tracking mechanism. It helps advisors track, measure and implement client goals by providing detailed action items for key objectives.

The MoneyGuidePro® Planning Solution is well known across the industry.

Rated the #1 Financial Planning Software for 10 consecutive years (as measured by the Financial Planning Magazine Tech Survey), their tools are renowned for outstanding client engagement.

Choices helps you solve the financial plan in three ways: logical tradeoffs, get my wishes, and retire when I want.
Play Zone® lets your client instantly see the impact of adjusting variables they can control like retirement age and lifestyle.
Made for the advisor, the What If Worksheet lets you modify the variables in a series of scenarios and solve them simultaneously.
SuperSolve® is a one-click solution for advisors, letting you lock different variables in the financial plan.
Cube with OneAscent logo in center
Card with a bar chart and trend arrow
Card with a bar chart and trend arrow
Card with a bar chart and trend arrow
Stacked papers with checkmark
Notebook with OneAscent logo
MoneyGuidePro logo
MoneyGuidePro logo
MoneyGuidePro logo
MoneyGuidePro logo
MoneyGuidePro logo
Build relationships that keep your top clients coming back.
Discover our exclusive product line. Turnkey Asset Management
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