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Goals and Vision (iOS)

Goals​

Clients: Add or Update a Goal​

  1. Open the Goals tab.
  2. Tap the + button to add a goal.
  3. Choose a title/category, add an optional description, and set completion status.
  4. Optionally set a target amount and target date.
  5. Tap Save.

To edit a goal, open it from the list and update the fields.

Advisors: Manage Client Goals​

  1. Open the Goals tab.
  2. Tap + to create a goal for a selected client.
  3. Use Show archived to include archived goal groups.
  4. Open a client to review their goals or archive a group when needed.

Vision​

Clients: View Your Vision Statement​

  1. Open the Vision tab.
  2. Review your most recent vision statement.

If no vision statement exists yet, your advisor will create one based on your values and goals.