The Financial Planning Virtual Mall

Anyone who has ever tried to save money knows how complicated managing financial goals can be. You leave with the best intentions in the world, but it’s all too easy to get distracted by unexpected expenses or a sudden drop in income. It may seem like your financial goals are tangled up in one big, complicated mess.

Goalry was created to help you stay on track with your personal financial goals. This user-friendly financial planning platform makes it easy to set smart financial goals and track your progress over time. Even better, it makes it easy to adjust your plan as your financial needs and goals change.

What is Goalry?

Goalry is a financial services company that seeks to revolutionize financial management with an intuitive and playful design. Anyone can easily manage their personal finances – including retirement, short-term goals, and debt repayment – and improve their financial knowledge with a library of articles and videos.

Founded in 2016 by Ethan Taub, Goalry, Inc. is headquartered in Newport Beach, CA, and is quickly gaining a reputation as one of the top financial planning platforms today. The company believes in providing financial services to everyone in an intuitive and user-friendly way.

How does Goalry work?

Goalry is a web-based platform set up to look like a mall board. Goalry’s Money Mall is designed to be a one-stop financial outlet that houses the resources, services, and tools to help you achieve your financial goals.

Information desk

The fourth floor of Goalry’s Money Mall houses the Infodesk, which is a 3D map of the Money Mall and contains information on how to navigate the platform.

Goalry Shopping Center

Finance stores

The entire third floor of the Goalry Mall is given over to finance stores. There are 11 different stores on the floor, each specializing in a particular type of financial goal. These include a thrift store, an investment store, a debt reduction store, a wealth building store, and more.

We go into more detail about each store below.

Financial education

The second floor of the Money Mall is devoted to financial education. You can browse 2,000 published articles and 400 videos to learn how to manage your money. The platform also offers 30-second solutions to answer frequently asked questions and guide users to more in-depth answers.

Goalkeeper solution in 30 seconds

Goalkeeper solution in 30 seconds

Social community

The first floor of the Money Mall community is dedicated to like-minded people working towards financial goals. You can connect with other users by posting to the platform’s private social media network to share your financial journey and stay accountable.

Goalry Social Community

Goalry social community


Goalry’s Goals tab lets you see all the financial goals you’ve set in other stores on one page. See your savings goals for travel and big ticket items, or see how far you’ve come in paying off each of your credit cards. You can even set new goals directly from the Goals tab rather than visiting a specific store first.

goalkeeper goals

goalkeeper goals

Here are some goals that Goalry has already set for new users:

  • Get property value: Find out how much your home or investment property is worth. The tool will provide you with an estimated value based on recent sales data in your area.

  • Maximize property value: Access detailed appraisals from top real estate professionals to help you maximize the value of your property.

  • Budget Better: Track your expenses and improve your money management skills. You’ll also get personalized tips to help you improve your spending habits and create a budget that’s right for you.

  • To save money: Create a savings plan and monitor your progress with Goalry’s budgeting tools. Whether you’re trying to build an emergency fund or saving for a down payment on a house, Goalry can help you achieve your goals.

  • Repay debts: Access the tools and resources you need to start tackling your debt and working towards a debt-free life.

  • Manage taxes: Stay on top of your taxes and plan your future tax payments with Goalry’s tax tools. Get help from accountants and tax experts or manage your taxes yourself.

  • Asset building: Learn about different investment strategies and find the right one for you with Goalry’s wealth building resources.

  • Get emergency money: Access top lenders and find the best emergency cash options for your financial needs.

  • Manage credit: Understand how credit works and how your credit card use and financial decisions can affect your credit score. Access credit monitoring tools and personalized advice to improve your credit score.

  • Compare insurance: Access a database of top insurers and find affordable coverage for everything from health and dental insurance to life insurance. Compare different plans and get the coverage you need for you and your family.

  • Shop for a loan: Get pre-qualified for a loan and compare offers from multiple lenders with Goalry’s loan buying tool. Find the rates and terms that suit your needs and get advice on choosing the loan that’s right for you.

How Finance Stores Work

Goalry offers a number of “stores” or financial tools to help you take control of these major financial areas of your life.

Goals Scoreboard

Goals Scoreboard

  • Billy: With Billry, you can receive and pay your personal bills, like utilities and credit cards, in one place to help you prioritize your bills. Billry also lets you connect to multiple financial accounts so you can track all your finances within the platform.

  • Budget : Create a budget in minutes and get insights into your spending habits month by month. This tool helps you create a spending plan you can stick to and make better financial decisions for your future.

  • Box : Cashry, all your incoming and outgoing cash flows are automatically recorded so you always know exactly how much money is available in your connected accounts.

  • Credit : You can use Creditry to check your credit score, monitor suspicious activity that could harm your credit and identity, and get personalized advice on how to improve your credit score.

  • Debt : Debtry lets you create a debt reduction plan, track your progress, and get tips and advice from financial experts.

  • Insurance : Whether you’re looking for auto insurance, life insurance, or health insurance, Insurry can help you compare insurance and find the best coverage at the most competitive prices.

  • Ready : Loanry will connect you with the best lenders and help you find them with competitive rates and terms that match your financial goals.

  • Taxation: Taxry provides a number of tools to help you with your taxes. These include a number of tax calculators and a list of tax and business tax preparation software that you can filter and sort according to your needs.

  • Wealth : Whether you need a tool to manage your finances, compare investment accounts, or find an advisor who can help you manage your portfolio, Wealthry offers multiple resources for all things investing.

  • Precision : Get accurate property values ​​and detailed property reports and tips to maximize your capital with Accury.

  • Blocking: Blockry lets you manage your finances using blockchain technology. You can securely organize, track or trade digital assets and even be notified of fraudulent activity.

Who is Goalry for?

Goalry’s offers can be helpful for anyone who wants to get organized and stay on track with their financial goals. The service uses a simple goal-setting method that lets you visualize your progress and stay on track with the overall goals that matter most to you.

For example, when you need to consolidate your debt into one payment, the Debtry app can help. And if you want to invest in a new business or save for a home, the Wealthry app can give you the advice and tools you need to make smart financial decisions.

Despite its cute and user-friendly interface, Goalry can be a bit overwhelming for someone who is just getting started with organizing their finances. For these users, standalone budgeting apps and software might be a better choice.

How to get started with Goalry

  1. Open an account. To use Goalry, you must first register and obtain your member key which allows you to unlock your account.

  2. Select your goals. Once you have access to your member account, you can start setting your financial goals. You’ll likely use more than one Goalry store to organize your financial data and track your financial goals.

  3. Select your plan. After selecting your goals, you will need to choose a plan that best suits your needs.

Goalkeeper Pricing

There are three different subscription plans to choose from: Basic, Premium, and Annual. You can only use the basic free plan until you add a bank account. This activates your 30-day free trial of Premium, after which you’ll need to pay.


At the end of the line

Goalry is meant to reduce the burden and stress of having to manage your financial goals in multiple places. Leveraging platform resources could help you achieve your financial goals more easily.

Having a system in place to track your financial progress can help you stay motivated, focused, and on track. Sign up for Goalry or browse these budgeting apps to find a tool to help you reach your financial goals today.

This article Goalry Review [{% now ‘Y’ %}]: The Financial Planning Virtual Mall originally appeared on FinanceBuzz.