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Products
goalGetter™
You have dreams of starting your own business, taking a dream vacation, and driving your new luxury vehicle.
Want to do them all? Why not…
goalGetter™ will help you visualize your dreams and, more importantly, help you prioritize and achieve them. Plan now, so you can enjoy the possibilities of your future.
How it Works
Imagine the future you want as goalGetter helps you realize the savings needed to fund it. goalGetter creates an easy to use tool that will allow you to select financial goals and place them onto a timeline of your savings and goals, breaking down how much monthly savings are needed to attain those goals. You can use our interactive graph to modify your goal’s costs as well as the year you want to achieve them, reaching a monthly savings target amount that you are capable of. If the cost of your financial goals exceeds the savings you have, then goalGetter will help by telling you how much additional savings are needed to achieve your goals.
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Dream Big!
goalGetter comes equipped with several life accomplishment options that you can choose from to craft your future. Several graphically stunning icons let you plan.
- Retirement hobbies and dreams
- Desired land and home properties
- Autos and other vehicles you would like to own
- Education options from private school to medical school
- Life milestones such as weddings and planning the birth of a child
- Vacations on land and sea
- Miscellaneous goals and charitable gifts
Target your goals and reach them!
goalGetter was designed to help you visualize the importance of saving and planning appropriately to achieve your lifetime financial goals.
- Realize what you want out of your future by exploring the different goal icons
- Have a target amount to save right in front of you to see how realistic it is to achieve all you want
- Plan your years according to your goals
- Save monthly based on the target amount you’ve selected
- Watch your dreams unfold as you appropriately prepare for them
- Enjoy creating different future scenarios
- Share with loved ones and discuss your future plans together
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Features
- Share your goals via email so you can discuss results
- Select icons that match to your bucket list wants
- Review information on how much savings is necessary to meet goals
- Change the monthly savings amount to your needs
- Change the percentage growth of your savings to reflect current situation
- Plan (dreams, goals) with fun interactivity
- goalGetter makes the task of planning enjoyable
goalGetter was brought to you by Advisor Software, Inc. a leading provider of wealth management software solutions.
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