goalgamiPro is a straight forward assessment tool for the advisor who wishes to create a baseline or periodic review of a client’s household financial circumstances in a fraction of the time it takes to create a report using comprehensive financial planning software.

ASI’s goal for goalgamiPro is to use the power and insight from the Goal-Driven Investing paradigm to enable advisors and financial planners to deliver to their clients a new and innovative approach to financial planning. In summary, goalgamiPro delivers:

© Advisor Software, Inc. 2018 - All Rights Reserved

C O N T I N U E D

F O R R E A L - T I M E P L A N N I N G

goalgamiPRO leverages

ASI Wealth Manager®,

a patented goal-based

investment management

system encompassing a compre-

hensive view of the household

balance sheet, an analysis of the

household’s capacity to bear risk,

and dynamic asset allocation.

For more information on

how ASI can power your

goal-based wealth management

solution, visit

www.advisorsoftware.com

or call (925) 444-1334.

W H A T I S G O A L G A M I P R O ?

Spend Less Time on Software, More Time with Clients

T H E H O U S E H O L D B A L A N C E S H E E T

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. The household balance sheet also allows the advisor to have a discussion with clients regarding priority levels within goals. Making a goal plan affordable does not have to mean giving up funding a child’s college education to plan for retirement — household goals can coexist at different funding levels. The household balance sheet allows the advisor to easily and quickly perform this analysis.

$5M

$4M

$3M

$2M

$1M

$0

Restricted Accounts

Social Security

Savings

Liquid Accounts Liabilities

NecessaryGoals

Target Goals

Aspirational Goals

Resources Commitments

n A concise financial plan that is focused around a client’s household goalsn A quick and easy experience, designed to engage a client into efficiently collaborating

with the advisor, so enhancing practice profitabilityn A marketing seminar that allows the advisor to leverage goalgamiPro for lead

generation purposesn A client experience that is informative, innovative and reinforces the advisor’s message

and brandn Output that is a simple, straightforward Goal Achievement Report that answers the client’s key questions – What is my plan? Can I afford my goals? How do I pay for retirement?

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Client Plan Set Up

The first step to deliver goalgamiPro reports is to create a client plan to

analyze. This starts with defining the members of the household and

the financial accounts that may be included in any plan.

S T E P 1

Define Household Resources

and Plan Goals

The next step in the goalgamiPro

process is to define the resources

and plan goals that make up the

household balance sheet for a

client plan. Goals represented in

the application can be entered at

different priority class levels for

maximum planning flexibility.

S T E P 2

Generate the Household Balance Sheet

The final step in the goalgamiPro process is to review the balance sheet analysis

page; this represents the first check for household goal plan affordability. The

funding ratio indicates what percentage of the goal priority class is funded with the

existing resources.

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Collaboration ConnectgoalgamiPro’s Newly Integrated Client Planning Experience

Collaboration Connect is a secure web site that allows clients to develop their own

financial goal plan in a fun and interactive way. Once completed, clients share their

plan with their advisor for discussion and recommendations.

Improve Advisor Efficiency and Strengthen Client Relationships

Advisor Software Inc.925.444.1334sales@advisorsoftware.comwww.advisorsoftware.com

S T E P 3

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