Welcome to using goalgamiPro! Are you a new user? Here are some quick navigation tips and other helpful information that can be of value to you. In this user-friendly visual guide, ASI will provide an overview of the different aspects in the early financial planning stages. Call outs and screenshots are provided for additional visual assistance.
Before following this guide, log into goalgamiPro. To find out how to log in and where to find the goalgamiPro login site, click here to watch the video.
Section 1: goalgamiPro "My Households" Page (Assuming you are logged in):
Section 2: Household Details
Section 3: Household Plans
Section 4: Plan Details
Section 5: Plan Resources
Section 6: Plan Goals
Browse our other categories for in-depth tutorials and knowledge content on those areas and more. Do not hesitate to email us any questions: [email protected]