What is GoalBased Investors?

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Hi!  Welcome to the GoalBased Investors blog. We’re glad you’re here! 

We are a group of people who are passionate about building cool, simple tools to solve complex problems. We come from the finance and tech worlds and have seen firsthand how difficult it is for people to build clear plans for their money and find the experts who can help.

Why does it take hours of time, piles of data and a finance degree just to put together a basic plan or to find a financial advisor? We’re not sure either. That’s why we are on a mission to bring our backgrounds together to create a better finance experience without the hassle and the jargon.

Our goal? To offer the tools and resources via our platform – GBI – that make it easier for people to build wealth. 

What is GBI?

GBI is a platform that lets you build a financial plan and find a financial advisor who can help. Through a phone app, GBI offers a quick, easy-to-use interface that doesn’t require any financial know-how and puts you in the driver’s seat as you build plans for your important goals.

At the core of the platform is our belief in a goals-based approach to planning. You can read more about that here.

Once you have a plan, you can browse a community of financial advisors and share that plan with as many advisors as you’d like for ideas on how to improve.

When you get back proposals, you can decide whether or not there is a conversation worth pursuing. With only a little time and effort, you’re well on your way to having a strategy for building wealth. 

What should you expect to see more of here? 

Our goal is to make the finance experience a better one.

You can expect us to share ideas, tools and practical methods for building a better financial life. We want to break down the complex parts of finance and show you the places where you can actually make an impact.

Expect more posts with tips and tricks around planning, saving and investing, all translated into plain english and with real ways that you can apply them to your life. 

We also want to make it easier for you to get the help you need to make your plans successful. We believe that when you and your financial advisor are on the same page, speaking the same language, everyone wins.

We’ll be sharing posts that suggest new, simpler ways of talking about planning and investing that will help you have better conversations with your advisor. 

And of course, expect that the content will be centered around what we think really matters – your life goals. We hope to inspire and empower you to create the game plans to achieve them!

Ready to set your financial goals? Click here to sign up for early access to the GBI app.