GoWealthPro - Financial Adviser's Favorite Financial Planning Platform
Financial Advisers' Favorite Platform for

Financial Planning

Start using our platform

Making financial planning intuitive, efficient, and effective

Great software for advisers who want to create meaningful plans and who don't have time to learn complex planning software. Starting financial Planning in your practice or tired of complex planning software, try this.

Our Technology for...

Intuitive Financial Planning

Social Security Maximizer™

Identify the most beneficial Social Security strategy for your clients with just one click/tap.

for limited clients

*$19.99/monthly upgrade to premium for unlimited clients

Wealth Planner™

Efficiently produce both goals-based and cash-flow based financial plans and concise reports.

for limited clients

*$59.99/monthly upgrade to premium for unlimited clients

Effective Client Acquisition

Personal Financial Index®

Efficiently educate and acquire new clients and provide them financial assessment and score.

for unlimited use

*$99/monthly upgrade for lead generation and alerts

Social Security Check-up™

Allow prospective clients to learn about Social Security as it relates to their specific situation and get leads.

for unlimited use

*Bundled price $399/annual incl. Social Security Maximizer™

We offer multi-product discounts and special discounts to advisers who belong to certain B/D firms, custodians, and certain financial associations. Branding is available for additional fee. Our technology has been reviewed by FINRA and approved by compliance of several large B/D firms.

What our adviser clients think of us

“I have incorporated GoWealthPro’s integrated planning and marketing technology in my practice to scale my wealth management business.”
Scott Dickerson, CFP® ChFC®, Financial Adviser,
Capital Growth, Inc.
“I have used GoWealthPro’s planning and marketing products over the past few years. Both my clients and I like their ease of use and power.”
Jacqueline Thornhill, CFP® Financial Adviser,
Landmark Financial
“GoWealthPro’s Social Security Check Up tool helps me in effectively engaging clients moving into retirement. It’s integration with Social Security Maximizer saves time.”
Michele Berson, CFP®, Principal,
Berson Money Management
“PFI (Personal Financial Index) is very effective for prospective client education and a great program for marketing.”
Justin Connors, Founder & CEO,
Connors Wealth Management

GoWealthPro in Media

West Coast Office:
12707 High Bluff Dr, Suite 200
San Diego, CA 92130

East Coast Office: 
1 University Ave., Suite 201
Westwood, MA 02090