About MoneyGuidePro | Layton Advisory Group

MoneyGuidePro

Plan With Purpose Using MoneyGuidePro

We use MoneyGuidePro to help bring your financial picture into focus. This planning software lets us walk through your goals, test out different scenarios, and build a real-world plan that fits your life. No spreadsheets. No guesswork. Just clear, visual planning that helps you understand where you stand and where you're headed.

MoneyGuidePro Features

MoneyGuidePro gives us a way to make planning more interactive and easier to follow. We can test different scenarios based on your retirement timeline, income needs, and life changes to see how things could play out. The tool updates in real time as your goals or circumstances shift, giving us a clear breakdown of what’s on track and what may need attention. It also creates easy-to-understand visuals and reports, so you can actually see where you stand without digging through spreadsheets.

MoneyGuidePro Benefits

We use this tool to simplify the process and give you a clearer view of your options, your timeline, and your financial future.

Online Fact Finder

Easily share your financial details through a secure, online questionnaire so we can hit the ground running.

Auto Goals

Set personalized financial goals quickly with pre-built options based on common milestones and life events.

Health Care Cost Smart Goal

Plan ahead for future healthcare expenses with built-in tools that estimate costs and include them in your retirement plan.

Risk Tolerance

We assess how comfortable you are with risk so your investments align with how you actually feel about market ups and downs.

Test Variables

Explore “what if” scenarios to see how different choices or life events could impact your long-term financial outlook.

Holistic Stress Testing

See how your plan holds up under different market conditions or unexpected changes before they happen.

Allocation Comparison

Compare different investment approaches side-by-side to see what might best support your goals.

Planning Portal

Access your full financial plan anytime with a personal, secure dashboard that keeps everything in one place.

Turn What Ifs Into Plans With MoneyGuidePro

See where you stand, explore what’s possible, and walk away with a clear financial roadmap using MoneyGuidePro. No spreadsheets, no pressure, just real planning that fits your life.

Start Building Your Plan Today

Start The Conversation When You’re Ready

Have a question or want to see whether Layton Advisory Group is a good fit? Reach out to schedule a conversation and get a clearer starting point.

Contact Us

Find Guidance For Your Stage Of Life

See how we support pre-retirees, retirees, families, professionals, and business owners through decisions that affect life, work, and legacy.

See Who We Serve

Connect The Pieces Of Your Financial Life

Review the planning areas we help coordinate, including retirement, investments, taxes, insurance, estate planning, and business planning.

View Our Services