Guidance, Not Guesswork
How MoneyGuide Helps you Navigate What’s Next
“Guidance” is a founding value at Lightcap Financial Group and a cornerstone of our mission and vision. We strive to offer direction and clarity through life’s crests and troughs — drafting blueprints that align trusted financial strategy with your personal goals and sense of purpose.
MoneyGuidePro is an integrative, intuitive, and market-informed platform that brings your financial story to life. It lets you view your Net Worth (including assets not managed by Lightcap), set and prioritize goals, and measure the probability of success for your wealth and retirement plans.
Accessible through your Client Portal, you can easily update your plan and assets, explore scenarios, and stay connected to your long-term vision. Haven’t logged in yet? Or don’t have a MoneyGuidePro Plan started? Contact our office today for help.
At Lightcap, we understand that every good plan anticipates change. Maybe you’ve received an inheritance, are considering a move to be closer to family, or are dreaming of early retirement. These moments are why we use MoneyGuidePro — to help you capture the ever-changing picture of what your future might look like.
Use your MoneyGuidePro access to set goals for both before and after retirement. Even simple goals — like annual travel or maintaining reliable transportation — are vital parts of your financial landscape. Sharing your hopes and goals allows us to offer more personalized guidance for achieving the life you envision.
Not all wealth lives in an account or portfolio. MoneyGuidePro helps integrate all your assets into a holistic view of your financial well-being, giving you a clearer sense of where you stand and what’s possible next.
For wealth that is in an account or portfolio managed outside of Lightcap Financial Group, you can easily create secure data-feeds so that you and your advisor can draft a more accurate blueprint of your plans for the future.
One of its most unique features is the PlayZone®, an interactive tool that lets you explore “what-if” scenarios — adjusting retirement age, savings, or lifestyle choices to see how each affects your plan. It’s a hands-on way to visualize your future and make confident, informed decisions.
If you’re thinking about retirement or redefining your goals, our advisors at Lightcap Financial Group are here to help you build a plan grounded in clarity, flexibility, and freedom. Reach out today to begin your MoneyGuidePro journey and take the next step toward a future you can see clearly.
