What will happen to my current financial plan?

Our priority throughout the transition process is to make sure your financial plan stays on track. If you have worked with a Wealth Advisor to create or update a financial plan using Money Guide Pro or Money Guide Elite in the last 12 months, your financial plan will be transferred to Apollon’s system once the transition is complete.

Once we’ve fully switched over to Apollon, your Wealth Advisor will work with you individually to customize your plan with more details and options.

A Wealth Advisor will reach out to you proactively to set up a meeting, but if you want to touch base in the meantime, please reach out to us at support@foolwealth.com.