Financial Planning See Brief Video below describing the financial planning process from our financial software company - MoneyGuide Pro®. Our Process In a nutshell, the essence of financial planning is finding out where you want to go, finding out where you're at now, and developing the optimal strategy to help you get to your destination. Learn more Social Security Planning Finding the optimal strategy for your social security benefits requires knowledgeable advice - not products! Learn more Client Education View articles, slide shows, and videos and common planning topics. Learn more Have a Question Name Email Address Phone Question Thank you! Oops!