Features

features

 

goalgami goes beyond other personal finance websites by answering a fundamental question for individuals and families: Can you really achieve your lifelong goals? And if not, what steps can you take right now to get yourself back on track?

Powered by Advisor Software’s patented ASI Wealth Manager® solution for financial advisors, goalgami offers individual investors the ability to:

  • Measure your financial resources vs. goals over a life span with a Household Balance Sheet.
  • Determine the likelihood of whether you’ll be able to afford the future you envision for yourself with the Goal Affordability Meter.
  • SEE your goals (for all the visual learners of the world) on your Lifetime Goals Timeline.
  • Explore how different life Scenarios, could affect your balance sheet.
  • Perform various Stress Tests, to see how positive and negative “What If?” situations affect your financial health.
  • Create your own Report, and send it directly to your financial advisor.

 

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