Thank you for choosing goalgamiPro.
There are a few things to take care of before you start building your client's financial plans. The first thing that you might want to do is take a look at our short video: Logging In. The video walks you through how to log in and where to find the login page for goalgamiPro. In this blog we summarize the three basic steps for setting up goalgamiPro before delving deeper into the software program to add details.
- Begin with Adding a Household
Begin by entering a household name and at least one principal household member. In this two-step process, you may enter an additional household member, such as a spouse, if you want to include other members to a plan. For an in-depth walk through of this step please see our “How to Add a Household Video” for additional guidance.
2. Establish a Household Plan
For this next step, you will want to name your client’s Household Plan with a user-friendly name, such as the “Smith Household Plan” or “John and Mary's Retirement Plan.” After entering a name, select the principal household member(s), retirement age(s) and tax information for this household plan. By checking the box, you can also select to enter an age of death for the household principals instead of using the default actuarial calculations. All of these details can be modified later if needed.
Again, these are just the basics, you can continue onto Plan Goals, the Balance Sheet, and Cash Flow planner, but we recommend you stop, save your work and import your clients before moving further along the household plan process. If you are feeling hungry for more details, you may want to view our video on “Using goalgamiPro for the first time: Part 1” for an understanding of detailed next steps for adding a Household Member and creating a Household Plan.
For more information on how to establishing a household plan, view our video “Establishing a Household Plan” for a detailed step-by-step walk-through.
3. Import Redtail Clients/Accounts
If you have Redtail clients you can import their account information into goalgamiPro. Click here or watch our video to see how you to import these accounts into goalgamiPro. If you have accounts within VEO, you may also import these at this time. For instructions on VEO set up, click here. If not, return to view all the households and household plans you have entered into goalgamiPro by clicking on “My Households” in the top right hand corner.
Once you click on “Redtail Accounts/Holdings” you will be taken to this screen to enter your Redtail credentials. Again, for further instructions on Redtail integration, click here.
Next Steps: Congratulations, you’ve officially added a Household with members and some accounts! To learn more, start reading our post on “Using goalgamiPro for the first time: Part 1.”
After watching our video it will be easy to navigate and enter data. We welcome all of your feedback, good and bad. Send us a tweet or email us anytime.
The goalgamiPro Team