Engage the whole family today.
Prepare your firm for tomorrow.
We know that engaging with your clients’ families is no longer a “nice to have” - it’s an imperative for your business.
With Goalsetter, you can begin expanding and deepening your relationships today.
Partnering with advisors to offer
Family Finance as a Service.
Goalsetter’s co-branded platform helps connect advisors to the entire family with the resources that your clients need most.
Moneylingo Family Finance Videos
Down with boring finance brochures.
Goalsetter’s fun, engaging financial education videos will teach your clients’ families the essential building blocks for building - and retaining - wealth.
Co-branded Family Finance App
Goalsetter’s education-first, goal-based saving platform helps transform young spenders into savvy savers and investors.
Not just another debit card2, Goalsetter educates kids from Kindergarten to college. And lets them carry their favorite advisor in their pocket.
Advisors need Families, and Families need Advisors
90% of wealthy families lose their wealth by the 3rd generation.
That’s why families need financial advisors to help them prepare their children for the successful transition and preservation of wealth.
Attract, Engage, and Retain Forward-Thinking Clients.
Provide your clients with a holistic solution that bolsters their family’s future and your firm's, too.
Strengthen Client Relationships
Establish trust with multiple generations. Serve as an invaluable partner in a family's financial journey, from childhood savings to adult investments.
Differentiate your offering. Showcase a forward-thinking approach that combines tech-savvy tools with comprehensive financial education.
Attract Parents and Kids Alike
Diversify your clientele. Appeal to both tech-conscious kids and parents keen on securing their children's financial futures.
Streamlined Financial Integration
Our platform is turnkey. Get up and running with Goalsetter within 30 days.