Learn how to use goalgamiPro, a quick financial planning tool, to better your practice and help identify your clients' goals.

2.  Initial Meeting (Marketing Seminar)
 Data Gathering (Offline Questionnaire)
 Analysis & Entry into
goalgamiPro(goalgamiPro)
 Plan modeling (Household Plan)
 Goal Achievement Report
 Presentation
 Implementation and Review
 Periodic Plan Reviews

3.  Illustrates Goal Achievement Report by showing a sample.
 Uses the questionnaire/ as a guide.
 Asks the question: “What would you like to accomplish
with your resources (goals)?”
 Reviews and Analyzes client’s financial position
 Identifies both financial and personal goals and objectives
 Identifies planning & business opportunities.
 Assesses client’s household profile
 Evaluates Resources that can be used to achieve goals.,
 investment philosophy, risk management, tax
management, estate planning, and realism of goals and
objectives.

4.  Explains Necessary, Target and Aspirational
goal levels.
 Creates what if analysis – example LTC vs
Care Event.
 Sets length of Life to a conservative level –
such as 90, to show the impact of a long
retirement.
 Looks at goal creation and review as a
journey with good communication.
 Takes the perspective of the household –
not individual members.

5.  Planner Actions:
Provides client with offline questionnaire or fact
finder of required information and forms for
providing relevant data. Compiles data from
client.
 Reviews financial accounts, savings, benefits.
 Starts articulating goals (uses Collaboration
Connect)
 Client Actions:
Gathers Documents and Fills in questionnaire
as accurately and completely as possible.
Provides copies of financial accounts and
states household goalsgoals.

6.  Initially, look to capture account balances
 For Social security and anticipated benefits,
use the goalgamiPro calculator.
 Based on age and demographics,
recommends starting goals.
 Let the client aim for the target, then adjust
to fit necessary and aspirational levels
 Notes to advisor – talk about the practice
services and assumptions.

7.  Planner Actions:
Reviews and Analyzes client’s total financial
position based on the balance sheet.
 Identifies both financial and personal goals
and objectives – creates a narrative for the
client
 Creates scenarios based on the clients
objectives.
 Considers next steps - asset allocation, future
disposition and investment philosophy, risk
avoidance management, tax management,
estate planning, and realism of goals and
objectives

8.  Creates the goal achievement reports. Reviews on a
monthly basis, but communicates to client annually.
 Planner Actions:
Monitors Plan Progress and advises client on factors
which could affect plan progress.
 Creates a Household
 Creates a Household Plan
 Generates a Goal Achievement Report
› Reviews “What is my Plan”
› Reviews “Can I afford my goals?”
› Reviews “How do I pay for my retirement?”
 Client Actions:
Approves Plan, with agreed upon modifications.

9.  Planner Actions:
Presents Goal Achievement Plan with
specific next steps.
 Client Actions:
Continues to Work with advisor and other
member of financial planning team to
accomplish necessary measures.

10.  Planner Actions:
Assists Client in Implementation and
coordinates financial team activities.
 Client Actions:
Advises planner of changes impacting
financial status.

11.  Planner Actions:
Notifies Client of need for plan revision.
 Client Actions:
Consults with Planner as necessary