What is goalgami?


Affordability Meter

Having long-term goals is one thing. Planning for them is another thing altogether. Financial planning can be daunting, disillusioning and even downright scary. After all, who wants to find out they can't afford to send their kids to college? Or that they can't retire at the age they presumed they would?

But there's a bright side to all of this: goalgami.

goalgami is a FREE, interactive, web-based tool that enables individuals and families to quickly assess their financial health. You select the goals that are important to you, place them on your timeline, and goalgami can help you stay on track, on par and on target to meet them.

So, who created goalgami?

goalgami was created by Advisor Software Inc. (ASI), a group of financial-software specialists and veterans who wanted to put powerful, professional-grade financial-planning tools into the hands of consumers. At ASI, our goal is to empower everyday people to take control of their financial futures. With the introduction of goalgami, people everywhere now have an extraordinary tool to do just that.

Learn more about Advisor Software Inc. and the people behind goalgami.


goalgami places significant emphasis on 'The Big Picture': envisioning, planning for and achieving long-term goals. By 'long-term,' we're talking about financial goals that are still years or even decades away, not just weeks or months from now. This makes goalgami slightly different from the other personal finance websites and budgeting software systems.

  Examples of Long-Term Financial Goals:

  • Buying a House
  • Retiring by Age 60
  • Sending Kids to College
  • Buying a Vacation Home
  Examples of Short-Term Financial Goals:
  • Buying a New Car
  • Paying for Your Daughter's Wedding
  • Remodeling Your Kitchen
  • Taking a Family Vacation
  • Starting a 529 College Savings Plan