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Goalsetter App Users Need To Take Action

Goalsetter is transitioning away from the Goalsetter App so we can focus solely on our fantastic education program. We are committed to supporting you through this change and will provide guidance every step of the way.

Goalsetter for Wealth Managers: Educating the Next Generation of Clients

Emma, a seasoned advisor with a thriving client base, recently shared a concern: her clients’ children were unprepared for the wealth they would one day inherit. Worse, those children weren’t interested in engaging with her or her firm. This is a common—and costly—issue. The largest intergenerational wealth transfer in history is underway, but over 70% […]