Goals & Objectives

Select goals that accurately reflect the retirement and estate planning objectives of your client(s). The maximum number of goals allowed is five. Select an available goal from the drop-down and click .

*If you do not find a suitable goal, click and manually enter the goal to create your own.

Once added, each goal can be edited by typing directly into the cell. To delete a goal, click the button to the right of the goal to be deleted.