TruNorth-Using MoneyGuide Pro

Using MoneyGuide Pro

MoneyGuide Pro Login

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MoneyGuide Pro Overview Video

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MoneyGuide Pro Instructions: 3 Steps to View Your Plan

Step 1

Login to MoneyGuide Pro. Starting on the My Plans page, access your Financial Goal Plan by clicking on it.

You can also access MyBlocks and Yodlee on this page.

Step 2

Once inside of your Financial Plan, navigate to Results>Recommended Scenario
from the drop-down.

Step 3

Once in your Recommended Scenario you can click on Play Zone to see how different changes impact your probability of success or click on What If Worksheet to view different scenarios.