Author: Chip Castille

GoalBased Investors Raises $2.75 Million to Democratize Access to Financial Planning and Advice

GBI’s digital platform uses an express financial planning process to easily match consumers and advisors through a gamified experience. New York, NY – April 22nd, 2021 – GoalBased Investors (GBI), a digital platform that democratizes access to goal-based financial planning and advice, has raised $2.75 million in a seed funding round led by Silicon Valley

Continue reading

Cracking the Code for a Better Conversation with Financial Advisors

We know that it takes a lot of specialized knowledge to build an effective portfolio and this is why investors seek out the experts – financial advisors – for help with investing.  However, it doesn’t seem like a good outcome if an investor blindly agrees to purchase a portfolio without truly understanding whether or not

Continue reading

What Everyone Should Know About Risk

Every plan has to deal with uncertainty and goals-based investing is no different.  No one can predict the future and even the best laid plans won’t pan out exactly as anticipated. Therefore, it is always important to know the amount of risk associated with your plan.  The good news is we can use a friendly

Continue reading

What is GoalBased Investors?

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

Continue reading