JointGoals
About JointGoals
JointGoals provides a digital family office platform that offers integrated financial management services, including investment advice, tax optimization, and estate planning, all accessible via a mobile app. The platform addresses the complexity of household financial planning by coordinating a dedicated advisory team to help families achieve their financial goals efficiently.
```xml <problem> Many families struggle to coordinate complex financial planning tasks across multiple advisors and tools, leading to inefficiencies and missed opportunities for optimization. Managing investments, taxes, estate planning, and other financial aspects in a siloed manner can result in suboptimal outcomes and increased stress. </problem> <solution> JointGoals offers a digital family office platform that centralizes financial management and provides integrated services through a coordinated advisory team. The platform combines goals-based planning, investment advice, tax optimization, estate planning, real estate analysis, insurance planning, and education planning into a single, accessible interface. By aligning these services, JointGoals aims to streamline financial decision-making, reduce stress, and help families achieve their financial goals more efficiently. </solution> <features> - Integrated dashboard for viewing all aspects of a family's financial picture - Dedicated advisory team providing coordinated financial guidance - Goals-based planning tools to align financial strategies with life objectives - Investment advice tailored to individual risk tolerance and financial goals - Tax optimization strategies to minimize tax liabilities - Estate planning services to ensure smooth wealth transfer - Real estate analysis to assess property investments - Insurance planning to mitigate financial risks - Education planning to fund future educational expenses - Mobile app for convenient access to financial information and advisor communication </features> <target_audience> JointGoals primarily targets high-net-worth families and individuals seeking comprehensive and coordinated financial management services. </target_audience> ```
What does JointGoals do?
JointGoals provides a digital family office platform that offers integrated financial management services, including investment advice, tax optimization, and estate planning, all accessible via a mobile app. The platform addresses the complexity of household financial planning by coordinating a dedicated advisory team to help families achieve their financial goals efficiently.
Where is JointGoals located?
JointGoals is based in Oakland, United States.
When was JointGoals founded?
JointGoals was founded in 2024.
Who founded JointGoals?
JointGoals was founded by Eric Kho.
- Eric Kho - Co-founder
- Location
- Oakland, United States
- Founded
- 2024
- Employees
- 3 employees