01 — FOR FINANCIAL ADVISORS
The future of client retention
starts with their heirs.
$84 trillion is transferring to the next generation. GOFP bridges the gap between your current clients and their children through giftable planning sessions.
02 — THE DIGITAL MOAT
Your advisory superpowers.
Modern tools that let you focus on what matters — building relationships and delivering exceptional financial guidance.
01
Automated Scheduling
No more back-and-forth emails. Recipients book directly into your availability window — you just show up.
02
AI Note-Taker
Every session is automatically transcribed and summarized with action items. Your attention stays on the client.
03
Branded Vault
A white-labeled space where clients access their financial roadmaps securely, under your firm name.
Active Clients
47
Sessions This Month
23
Revenue
$12,400
Avg. Rating
4.9 ★
03 — THE GREAT WEALTH TRANSFER
Why engaging heirs early matters.
70% of heirs fire their parents' advisor within 12 months of inheritance. Early engagement through gifted sessions changes that.
WITHOUT EARLY ENGAGEMENT
WITH GOFP PLATFORM
04 — GET STARTED
Launch in three steps.
Free forever. We only earn when you do — a small platform fee on completed sessions.
Register Your Firm
Create your professional profile in minutes. Add credentials, bio, and branding. No complex integrations.
Set Your Packages
Define your service tiers and pricing. Create packages tailored to different gifting occasions and client needs.
Share Your Link
Give clients your unique firm link. They gift sessions to loved ones instantly — you just get the booking.