Professional to Personal: CliftonLarsonAllen Teams with MoneyGuidePro® to Provide Clients with Greater Holistic Servicing
MoneyGuidePro's goal-based approach to financial planning aligns well with CLA's goal-based philosophy. Specializing in privately held businesses, CLA believes that working with their clients is about more than just inflows and outflows – it's also about helping their clients identify and accomplish their long term goals. Several key MoneyGuidePro® features help create transparency around client concerns and identify what can potentially derail a client's financial plan. The Play Zone® enables clients to adjust variables within their control – retirement age, saving more, spending less, and then, in real time, see the impact of those decisions. "What Are You Afraid Of?" explores factors outside of clients' control, such as market corrections, an early death, a long term care need, concentrated stock declines,
"Financial planning can sometimes be an emotional process and perceived as arduous," said
About
About PIEtech℠, Inc.
PIEtech℠ is the creator of MoneyGuidePro®, the industry's leading financial planning software, myMoneyGuide®, an online guided planning solution that allows firms to broadly offer financial planning, and Best Interest Scout℠, a scalable discovery solution to help enterprises obtain necessary client information. For more information on PIEtech's powerful financial planning solutions, please visit http://www.moneyguidepro.com.
Read the full story at http://www.prweb.com/releases/2017/07/prweb14534112.htm
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