Follow the simple steps below to add your first Household plan in goalgamiPro. Learn how to easily navigate Advisor Software's financial planning software tool with this tutorial.
Upon completing the addition of Household members, create a Household Plan by clicking “Next”:
The screen below will appear where the Household plan information can be entered: Plan Name, Principal Household Member, retirement age, tax filing status, and any comments about the Household Plan. These inputs are also referred to as the Household Plan details, and they can be changed at any time.
After Household Plan information has been entered, click “Save.” The screen below will then appear, containing all of your Household Plans. You can click on the links to edit, copy, delete, and add plans.
Select which plan you wish to edit further. After a Plan has been selected, the screen below will appear. This screen shows the next steps in the financial planning process: Plan Resources, Plan Goals, the Household Balance Sheet, Cash Flows, and Goal Achievement Report. The information in each of these sections can be edited at any time.
Your household plan is complete!
Congratulations! You have officially added your first Household Plan aside from your default plan.
Make sure to secure the Household by clicking "Save." Otherwise the Household Plan will not be saved.
Need additional visual assistance? Click here to view our video on How to Establish a Household Plan in goalgamiPro.
Don't forget to check out ASI's other videos for further assistance with goalgamiPro.
ASI welcomes all feedback and suggestions for improvement, please do not hesitate to contact us anytime: [email protected]
We look forward to helping you save time on planning—making more time for your client.