3) goalGetter

Free in iTunes Store

Advisor Software

www.advisorsoftware.com

goalGetter allows users to identify financial goals and plot them against a timeline, detailing how much monthly savings are needed to attain those goals. The app is free. Advisors ask clients to plot their own goals and then assist them in achieving the goals. 

“I recommend that my clients use goalGetter to develop a goal plan. The concept is to get the client to sit with his/her spouse and have the discussion and agreement as to what their goals are and do it in the privacy of their home instead of eating up the advisor’s time in the office. The plan can then be emailed back to the advisor from the app for the advisor to review. Once the goal(s) have been articulated, then the planner can do the work and chart an investment plan to achieve the goal(s).”

Dennis Clark

Managing Director,

Shelton Capital Management Advisory Group

San Francisco, CA