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 financial planning sessions.
Wealth Transfer
Heirs Switch Advisors
Client Retention Boost
Your Advisory Superpowers
Modern tools that let you focus on what matters — building relationships and delivering exceptional financial guidance.
Automated Scheduling
No more back-and-forth emails. Clients book directly into your availability.
AI Note-Taker
Every session automatically transcribed and summarized with action items.
Branded Vault
A professional space for clients to access their financial roadmaps securely.
Active Clients
47
Sessions This Month
23
Revenue
$12,400
Avg. Rating
4.9
Why Engaging Heirs Early Matters
Without Early Engagement
70% of heirs fire their parents' advisor within 12 months of inheritance.
With GOFP Platform
Early engagement through gifted sessions builds trust before the transfer happens.
Launch in Three Simple Steps
No complex integrations. No lengthy onboarding. Start accepting gifted sessions today.
Register Your Firm
Create your professional profile in minutes. Add your credentials, bio, and branding.
Set Your Packages
Define your service tiers and pricing. Create packages tailored to different client needs.
Share Your Link
Give clients your unique firm link. They can gift sessions to their children instantly.