goalgamiPro is the best Financial Planning software solution for financial advisors with too little time on their hands. With goalgamiPro, you can create complete goal-based financial plans and generate professional reports for your clients in 10 minutes or less.
goalgamiPro is a quick and flexible solution to providing insightful advice. The Household Balance Sheet is an effective way to capture a snapshot of the entire financial picture of the household, and provides an initial diagnosis of the affordability of a client’s goal plan.
GoalgamiPro allows advisors to evaluate each clients’ situation from the perspective that matters most to them - achieving their goals.
goalgamiPro's unique report is structured around answering the client's three most common questions: 1) What is my plan? 2) Can I afford my goals? 3) How do I pay for my retirement? The report allows advisors to answer each question with separate, easy to understand, one-page reports.