Using MoneyGuide Pro Business Plan




Based on your MondeyGuide Pro financial plan for James and Harold:

  • Summarize the MoneyGuide Pro recommendation
  • Do you agree with the recommendations?
  • Would you suggest they lower their risk tolerance?
  • How would you reallocate Harold investments?(currently they are 90% equity)
  • How would you implement the recommendations? (prioritization, time, money)
  • In your opinion, how often should the financial plan of Harold and James be monitored?


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