The Tools and Tech to help you see the big picture
Visualizing your financial future can be challenging - but it doesn’t have to be. With Goal Planning & Monitoring (GPM), financial software from Raymond James, we offer a modern, interactive approach to financial planning that helps you align today’s decisions with tomorrow’s dreams.
Whether you're planning for retirement, a major purchase, or a legacy of giving, GPM helps you and your advisor build a personalized roadmap toward your goals. Together, we’ll define your ideal future, assess your current resources, and explore how different choices impact your long-term outcomes.
Why Clients Love GPM
- Clarity & Confidence: GPM helps you understand how prepared you are for retirement and other milestones, showing the real-time impact of saving and investment decisions.
- Customization: Create a plan tailored to your lifestyle goals - travel, home upgrades, charitable giving, and more.
- Interactive Tools: Features like PlayZone® and What Are You Afraid Of?® let you test scenarios and stress-test your plan to stay on track, even through life’s changes.
- Retirement Readiness: GPM’s “confidence zone” (or “goal green”) shows whether you're on track - and how to stay there.
How It Works
- Goal CreationStart by imagining your ideal retirement. What does it look like? What do you want to do, experience, or give?
- Identify ResourcesView your income, assets, and even Social Security benefits in one place to build a strong foundation.
- You and the MarketUnderstand your risk tolerance and how market cycles may affect your strategy.
- Getting ResultsThe goal is to get—and keep—you in the “green zone,” the optimal position for achieving your financial goals.
Your Plan, Your Progress
Once your plan is created, you can revisit it regularly to track progress and make adjustments. GPM is not just a one-time tool - it’s a dynamic resource for lifelong financial confidence.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
