![]() ![]() ![]() Opinions expressed herein are solely those of CHP, unless otherwise specifically cited. Follow-up or individualized responses to consumers in a particular state by CHP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.Īll written content on this site is for information purposes only. ![]() The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Registration does not imply a certain level of skill or training. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Ĭarriage House Planning LLC (“CHP”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. The following field information is passed from Practifi to MoneyGuide.Certified Financial Planner Board of Standards, Inc. Financial Plans, and any other functions offered by MoneyGuide, are performed exclusively within MoneyGuide. When MoneyGuide opens for the Client selected in Practifi will land on the My Plan page and list any Financial Plans created earlier. MoneyGuide users will be unable to update these details from within MoneyGuide after Practifi has been implemented as a customer. MoneyGuide intends to enforce that Practifi becomes the source of truth for Client and Contact information. If there are changes in Practifi to the Client or Contact details, these will also be updated in MoneyGuide. If the Practifi Client already exists in MoneyGuide, the MoneyGuide page will be shown. If the Practifi Client did not exist in MoneyGuide when clicking the link, the Client will first be created in MoneyGuide, and then the MoneyGuide page will be shown. The link opens the MoneyGuide portal at the list of plans for the corresponding Client after checking two things: This is the Link to MoneyGuide button placed on the Client record. Only one link is provided from Practifi to MoneyGuide. Using the Integration Linking the Practifi Client to MoneyGuide Once these steps have been completed, the user will be able to, without interruption, click from Practifi to MoneyGuide to view and work with Client records in MoneyGuide. ![]() Wait for the completion messages to display. If the user has already logged into MoneyGuide, locate the enrolment link to authorize Practifi and select it.
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