You just got access to the exact same planning engine "hot-shot" advisors charge thousands for. No ego, no theatrics. Just your financial picture — clear as day.
No confusing jargon. Just follow the steps and let the tool do the heavy lifting.
1
Build Your Plan
Jump into MyBlocks — the step-by-step tile format that walks you through your goals, income, and assets at your own pace. No finance degree required. Seriously.
Once your blocks are done, here's exactly where to find your report inside Planning Portal:
1Go to the Results section in your Planning Portal Goals Plan
2Click Create Report to generate your PDF
3Download the PDF and come back here to upload it to Goalie
3
Understand Your Results
Upload your report to Goalie — our built-in AI guide. It reads your plan and tells you exactly what your numbers mean and what to actually do about them. No fluff.
Got questions? Yeah, we figured.
How long does MyBlocks take to complete?+
Most people finish in 20–30 minutes. You can save and come back anytime — it remembers where you left off.
What should I have ready before I start?+
Your most recent pay stub or income estimate, a rough idea of your retirement goals, your Social Security estimate from ssa.gov if you have it, and any account balances you want to include.
What is a probability of success score?+
It's a number from 0–100% that shows how likely your current financial plan is to fund all your goals through retirement. A score of 70–90% is generally considered the target range. Below 70% means adjustments are worth exploring.
What does Goalie actually do?+
Goalie reads your Planning Portal report and explains it in plain English. It tells you what your numbers mean, what's working, what needs attention, and what simple steps to consider next. It's general financial education — not personalized investment advice.
What happens after Goalie's 30 days expire?+
Your MyBlocks access stays active. Goalie access can be renewed for continued report analysis and Q&A.
Do I need the coaching session?+
Not necessarily. Many people get significant clarity from MyBlocks and Goalie alone. The coaching session is there if you want a real human to walk through your results with you and build a personalized action plan.
Understand Your Financial Plan
Upload your MoneyGuidePro report and Goalie will give you a plain-English executive summary, then answer your questions.
Drop your PDF here or click to browse
MoneyGuidePro Financial Goal Plan (.pdf)
I understand that my 30-day Goalie access begins the moment I upload my report.
Your report is sent securely for analysis and never stored.
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Your Goalie Access Has Expired
Renew to continue asking questions about your financial plan.
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30 Days
$19
Best for occasional check-ins
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60 Days
$34
Best for active planners
Best Value
90 Days
$47
Best for long-term tracking
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