Introducing SMI Plan


Personalized financial planning offers tremendous benefits, but has historically felt out of reach to many people due to its cost. Thanks to a new partnership between SMI Advisory Services and MoneyGuide, that dynamic is changing. Now, individuals can access the planning software rated #1 by financial advisors eight years in a row — at an affordable price, and in the convenience of their own homes.

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SMI PLanning Tool

$ 1,200 / one time fee

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Click the purchase button on the left to start your enrollment. Once you enrolled, your personalized planning experience will begin.

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Special Promotions

Get SMI Plan at a reduced rate

Access MoneyGuide at a reduced rate by taking advantage of our promotional offers. If you have a promotion code, please enter it on the left along with your zipcode.

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Friends In Ministry Offer


We love our friends in ministry. That's why we offer discounts for those in ministry who are interested in SMI Plan. If you have been provided with a "Friends in Ministry Promo Code", please enter your information on the left.