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Add Goals

Authenticated advisors have the ability to create goals for their clients.

Workflow​

You must be logged in to complete the following steps:

  1. From your dashboard, use the menu navigation pane to select the Goals menu item.
  2. Click the + Add Goals button located on the top right of the Manage Goals page
  3. From the goal selection page, choose one goal that you wish to add.
  4. Click the Next button to proceed to the client selection page.
  5. From the client selection page, choose the client you wish to add the selected goal.
  6. Click the Next button to proceed to the goal rank and edit page.
  7. On the goal prioritization page, you may drag the goals to reorder the priority of goal ranks. This page also allows the advisor the ability to add additional details to the goal objectives such as:
    • Description: Additional details for the goal
    • Target: Usually the monetary objective for the goal
    • Target Date: The planned date for achieving the objectives of the goal
    • Progress: Percentage to date of the goals progress
  8. When satisfied, click the Finish button to save your changes to the client record.