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Frequently Asked Questions
You may have some Questions regarding Life Planning or indeed just want to understand a little more about our approach. Some of the questions we often receive our answered below. If you still have more questions, please don't hesitate to email: info@goalset.coach.
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What services does Goal Set Financial offer?
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Goal Set Financial offers a range of services including personalised financial planning, AI-assisted tools, and community support through various subscription plans tailored to individual needs.
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How does the AI Life Planner tool work?
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The AI Life Planner is an advanced tool that analyses your financial data to provide customised recommendations and strategies, adapting to changes in your financial situation.
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Are the financial planning services suitable for beginners?
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Absolutely! Our services are designed to cater to individuals at all levels of financial knowledge, from beginners to experienced investors.
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Can I change my subscription plan after signing up?
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Yes, you can upgrade or downgrade your subscription plan at any time to better fit your changing needs.
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How often can I access financial coaching sessions?
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This depends on your chosen subscription plan. Our Premium and Elite plans include regular coaching sessions, with the frequency detailed in your plan.
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What is included in the MoneyFitt financial education library?
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MoneyFitt provides a wide array of educational content, ranging from basic financial concepts to more advanced strategies and insights.
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Is my financial information secure with Goal Set Financial?
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Yes, we prioritize the security and privacy of your financial information, using advanced encryption and security measures to protect your data.
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How does the community support work?
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Our community support includes access to a network of like-minded individuals, where you can share experiences, ask questions, and gain insights from peers.
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What is the process for cancelling a subscription?
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You can cancel your subscription at any time through your account settings or by contacting our customer service team.
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Are there any discounts or promotions available for new subscribers?
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We occasionally offer promotions and discounts. Please check our website or subscribe to our newsletter for the latest offers.
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What is The Game Plan?
The GamePlan is a financial planning framework that puts the individual at the centre, focusing on investing in oneself to create a supportive financial architecture for the future.
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Is Goalset Financial regulated by the Financial Conduct Authority (FCA)?
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No, Goalset Financial provides "educational financial services" and is not regulated by the FCA but falls under general consumer laws in the UK.