GBI - Advisor Plans

GBI for investors.

A plan for your money that makes sense.

Easily build a goals-based plan for your money in a matter of minutes without needing to enter piles of information. And connect with an expert who will show you exactly how they can help make that plan a success.

How it works.

MAKE A PROFILE

Download GBI via the Apple App Store. Build a profile with only the information you want to share with an advisor.

CREATE A PLAN

Plans require minimal information. How much you have now. How much you want to save. The trade-offs you're willing to make.

SHARE YOUR PLAN

Whether you're sharing with the advisor you've been talking to, or finding an advisor for the first time, pair with someone who can help your plan succeed.

SET UP A MEETING FOR YOUR FUTURE

Once an advisor receives your plan, they'll build on it - helping you paint a clearer picture before you meet with them.

See how GBI can help you get better advice.

IT'S SIMPLE SO ANYONE CAN BUILD A PLAN.

It's a simpler, faster financial planning experience, free to you. GBI is backed by sophisticated financial tech and yet, you can easily build a plan in minutes & connect with experts who can help you improve on it.

IT PUTS YOU ON THE SAME SIDE AS THE ADVISOR.

This process is based on giving you the tools to start planning for your future. No more financial jargon. Plans are all based around a points system, so even the improvements advisors make will be easy to understand. Now, you and your advisor can speak the same language.

IT BUILDS TRUST BETWEEN YOU AND YOUR ADVISOR.

From the minute you sign up, you partner with advisors who align with who you are. You're able to dive into your advisor's profile to ensure you're partnering with the right guide for you.

SPECIAL OFFER

It's time to revolutionize financial planning. Sign up now!

Get on the waitlist for the GBI platform. It may be exactly what you need to take control of your financial life.

JOIN THE WAITLIST