Get started with Dash
MoneyGuide Dash is your partner in smart, personalized financial planning. Whether you’re just exploring possibilities or ready to chart your next step, Dash makes planning easy, fast, and uniquely yours.
Why Dash?
Dash takes the hassle out of financial planning. It breaks down barriers by streamlining information entry and giving you real, actionable insights. No complicated forms — just the tools you need to understand and shape your financial future.
How to start
Click the Dash link provided to you by your advisor and follow the easy prompts and interactive prompts:
Milestones
Visualize your retirement age and set life milestones based on your goals and lifestyle.
Goals
Plan for travel, a new car, college, or a dream home. Dash automatically adjusts for where you live and your stage of life.
Money
Easily add your savings, investments, and accounts. Link them in a snap or enter details manually—your choice.
Enjoy the benefits
Stay connected
Risk
See how comfortable you are with risk, and let Dash help you find a balance that fits your plans.
Play Zone
Try out different scenarios—retire early, save more, spend differently—and see the impact instantly.
Insights
Get real-time, helpful tips and reminders that keep you informed and motivated every step of the way.
• A simple personalized plan tailored to your goals.
• Easy access from anywhere—no barriers, no hassle.
• Collaborate with your advisor for deeper support and guidance.
Ready to talk with your advisor? Click “Start a Discussion” and get support when you need it. Your advisor will be notified and can help you take the next steps.
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance is not indicative of future results.
The projections or other information generated by MoneyGuide regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not a guarantee of future results. Actual results may vary with each use and over time. © 2026 MoneyGuide, Inc. All rights reserved.