I came across an app called https://goalsmapper.com/. Have any financial advisors used this platform?

Thanks for sharing

Hi anon,

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I have tried it, just for a while.

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However its not something that I personally use on a day to day basis as there are certain nuances to financial planning that can never be adequately captured by software. Of course the software might have evolved over time and I've not touched it in a few years, so I could be wrong.

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Don't get me wrong, I think it helps a lot in terms of calculations and such, since its all automated, compared to working things out via spreadsheets, and the visuals are appealing, for sure. However that is just part of financial planning, and ultimately the human to human interaction is probably the most important aspect of planning.