In the real world, many smaller (and some medium-sized financial planning firms) use MoneyGuidePro to project financial readiness for their clients. This semester, you will have the opportunity to explore this software and add this as a software proficiency on your resume if you so desire. I will be emailing you a case study with a fictitious client...do not make up your own scenario. Once you receive your client from me (via Canvas email), you need to begin by populating this Client Financial Inventory. This is designed to help you organize your entry into the software. The case study is very much like a real interaction with a client...information is not linear. Use this inventory as a tool to help organize your thoughts. The video below was created by MoneyGuidePro to introduce their latest software updates