What does iMyGoals do?
It helps you understand your financial profile.
iMyGoals free's you from the calculations, allowing you to focus on your financial planning.
How can I use iMyGoals?
Start a plan, add all financial information and analyse the report online.
If you are satisfied, get a report in PDF format.
Do I need to pay?
No, if you are an individual.
For financial planners, we will provide cost effective pricing in the future with enhanced features.
Steps to create your financial plan
Start a new plan
or
Continue with your saved plan
or
Upload a plan
Add details
Analyse
Get report
Financial planners
We are working to include client management features and branding. If you are interested, contact us for initiating a discussion.
| Features | |
|---|---|
| Evaluate your financial goals |  |
| Net worth calculations | |
| Monthly savings projections | |
| Diary with hints | |
| Investments to meet goals | |
| Tax guidance | |
| Insurance guidance | |
| Report in PDF format | |
| Customer support | |
Free for individuals
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