Meghan Sullivan

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Activity overview

Latest activity by Meghan Sullivan
  • Meghan Sullivan created an article,

    Loading a Sample Household

    You now have the ability to load a sample household into goalgamiPro.  This is useful if you are new to goalgamiPro, and would like to see how a ‘real’ household is set up.  You are free to just vi...

  • Meghan Sullivan created an article,

    Loading a Sample Household

    You now have the ability to load a sample household into goalgamiPro.  This is useful if you are new to goalgamiPro, and would like to see how a ‘real’ household is set up.  You are free to just vi...

  • Meghan Sullivan created an article,

    Understanding Present Value

    in understanding present value, we should first take a look at what actual definition of present value given by Investopedia: “The current worth of a future sum of money or stream of cash flows giv...

  • Meghan Sullivan created an article,

    Veo Single Sign On

    Learn how to set up single sign on with TD Ameritrade Veo by watching the video below. With this feature you can login to goalgamiPro directly from TD Ameritrade's Veo web site. Veo Single Sign On

  • Meghan Sullivan created an article,

    How to integrate Veo with goalgamiPro in 4 easy steps

    Want to reduce the redundancy of manually adding your clients’ account information you’re your financial planning software goalgamiPro?    To seamlessly update your Veo accounts from the TD Am...

  • Meghan Sullivan created an article,

    Understanding the Cash Flow planner in goalgamiPro

    Understanding cash flow in goalgamiPro can be confusing, in fact the reason this post is just focused on the Cash Flow tab is so you walk away with a clear picture of your funding sources, cost of ...

  • Meghan Sullivan created an article,

    Understanding the Economic Assumptions in goalgamiPro

    We know understanding Economic Assumptions can be tricky for first time users of goalgamiPro, but we also know even you experts may not understand our economic assumptions used in goalgamiPro.Be su...

  • Meghan Sullivan created an article,

    How to Explain the Goal Achievement Report to your Client

    You have created your client's household plan, examined the Household Balance Sheet, maybe even watched our video on Understanding the Household Balance Sheet, explored the Cash Flow Planner with t...

  • Meghan Sullivan created an article,

    How to compose your first Household Plan in goalgamiPro

    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. Step 1 Upon com...

  • Meghan Sullivan created an article,

    6 Main Sections in goalgamiPro

    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...