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.
Download GBI via the Apple App Store. Build a profile with only the information you want to share with an advisor.
Plans require minimal information. How much you have now. How much you want to save. The trade-offs you're willing to make.
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.
Once an advisor receives your plan, they'll build on it - helping you paint a clearer picture before you meet with them.
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.
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.
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.
Get on the list for early access to the GBI platform. It may be exactly what you need to take control of your financial life.