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.
Tuesday, July 10, 2018 1:15 PM - 2:00 PM PDT
Please join my meeting from your computer, tablet or smartphone.
You can also dial in using your phone.
United States (Toll Free): 1 877 309 2073
United States: +1 (646) 749-3129
Access Code: 692-260-781
First GoToMeeting? Let's do a quick system check: https://link.gotomeeting.com/system-check.
FPA members receive a 10% discount off the yearly subscription. Purchase by July 14th, and receive TWO weeks for FREE.