As the saying goes, a picture is worth a thousand words. It is even more so in the time when movements like "be in the present", "be in the moment" or " flow" are popular. The ability to stay focused has become a valuable commodity, not just for the clients but as well as for any practitioners.
As the product team of GoalsMapper, we aim to provide the best tool for financial professionals. We have heard your feedback on how much you have benefited from our GoalsMapper Planner during your planning and client presentation. We have designed it to be both streamlined and flexible to give your clients the focus they deserved.
View of the Planner page
To reduce the clutter, we keeping the tabs within this dropdown so you can stay in control of the presentation.
Financial Info
This is where you view the detailed financial information of your clients by their age.
Affordability Calculator
Explore with your clients how much they should keep aside every year at a click of a button.
Chart Settings
This is where you can adjust between Linear or Logarithmic for your charts.
Expand the chart
You can expand the size of the chart here.
Edit Financial Info
You can edit the current financial information of your clients here.
Edit Planning Assumption
You can customise specific planning assumptions for your client.
Add Financial Information
You can add their new planning items in one place. Less moving around the page and more focus on their goals, concerns, existing plans, and what you have to recommend!
