The Agent Goal Planner has been available online for purchase for more than 3 decades now. It is a powerful tool and spreadsheet that has helped thousands of real estate professionals around the country with their financial goals, plans, and real estate business success. Real Estate Financial Planner.

Today the program is yours! You can make a copy right here from this page. I want to thank the industry and the thousands of real estate pros who have purchased, supported and used AGP over the years. Many great relationships have been established and built over the last few decades.

This is just one sample screenshot of a goal-setting module within the Agent Goal Planner application.
  1. Click on the link to access the Google Drive Agent Goal Planner spreadsheet.
  2. Click on the “FILE” link at top of the page.
  3. Select the “Make A Copy” option from the menu.
  4. “SAVE” and “Rename” the Agent Goal Planner to your Google Drive.
  5. That’s it! You’re done! Thank you, and enjoy!

One-Minute Tutorial – How to make a copy of the Agent Goal Planner


If you have any questions or need any assistance, please feel free to reach out to me anytime. I am currently retired and residing in Santa Cruz, California, and enjoying the dream! 😉

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Comments (1)

  1. If you have any questions or need any help with the program, feel free to contact me here on the site, via email or phone, or you can send a letter via mail, a message via carrier pigeon, or even a smoke signal from afar. It’s more important that you get solutions for your challenges than answers to your questions. Looking forward to where the path and journey leads us all.

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