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Fulton Bank

Goal Planning and Monitoring

Together, we can create and manage your retirement goals.

Life is full of priorities. Whether it’s buying a home, paying for a child’s education, or planning for comfortable retirement, we all have short and long-term goals that need sound financial planning to be successful.

At Fulton Financial Advisors, our goal is to make financial planning an easy, informative, and engaging process for you.  One of the innovative ways we accomplish that is with our Goal Planning and Monitoring (GPM) software tool.

A financial plan built around your personal goals

Goal Planning and Monitoring is a collaborative tool designed to put you on the path to realize your goals. Together, you and your advisor can create a customized goal plan, test adjustments in real-time, and predict your retirement readiness.

This intuitive, highly-visual resource gives you a snapshot of how various factors can impact how soon and how well you can reach the goals you envision.  Your advisor will help you:

  • Create goals.  It begins by asking key questions like what does your ideal retirement look like and what’s truly important to you and your family
  • Identify resources. You’ll get a better understanding of your overall financial picture by viewing all your income and assets in one place
  • Understand your risk tolerance.  Your advisor can use the GPM tool to help you understand your tolerance for risk and identify scenarios that might help you rethink your long-term investment strategy
  • Review results.  The main goal of your plan is to get you into the “confidence zone” or “green zone” – the optimal financial position for achieving your goals and to help keep you there over time

Plus, the GPM tool will help you see how changes, small or large, impact the success of your plan and stress-test your choices to help you feel confident that, you can stay on track.

Create a plan today

Find your nearest Financial Advisor and discover the solutions for you and your future.

Call 1.866.332.8393

To Make An Appointment With A Fulton Financial Advisor

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