Setting financial goals and staying on track is easier than ever with our Goal Planning and Monitoring software. Once we identify your spending and retirement goals, GPM will clearly show whether adjustments are needed to put you on the path to a confident retirement. As we meet regularly to monitor your progress, we’ll use the GPM software, in conjunction with the PFG Planning Dashboard, to track your progress and adjust course, as necessary.
You’ll find the Goal Planning and Monitoring software to be extremely thorough and helpful in planning all areas of your financial life from college savings and retirement planning to long term care and estate planning. Gone are the days of relying on a “rule of thumb” when trying to determine whether or not our financial goals are realistic and attainable. GPM uses real historical financial data and precise assumptions and calculations to give you a clearer and more accurate projection of your financial future.
Read more about the GPM software.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.