MoneyGuidePro®

MoneyGuidePro** takes the uncertainty out of planning for life events and long-term goals.

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Set Your Financial Goals with MoneyGuidePro

Put your big financial decisions into perspective with MoneyGuidePro. MoneyGuidePro helps you work out what’s important to you and when you want it to happen. MoneyGuidePro can incorporate any big life change, from a new child to an inheritance, into a solid financial plan ending in retirement.

MoneyGuidePro simplifies the planning process by placing what you need, want and wish for into stages:

Needs

  • Living expenses
  • Housing
  • Healthcare

Wants

  • New vehicle
  • Home renovation
  • College savings

Wishes

  • Travel
  • Toys
  • Vacation home

Compare what you want to spend, to what you’re on track to earn, and you’ll get a Confidence Zone score. Make changes to your plan—such as the timing for your rennovations—and watch your Confidence Zone score go up.

Needs Only

Wants Only

Wishes

No cookie cutter plans here, just an easier way to understand your goals and how to achieve them. Our Firehouse Financial Advisors understand the unique needs of the Fire Family better than anyone else.

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      *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/ SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

      **©MoneyGuide, Inc. Reproduced with Permission. All rights reserved.