Adding goals allows you to track the short-term and long-term goals that are important to you. Adding these goals also helps your financial professional help you get to where you need to be given what you have. Below we will review what goals you can add in your dashboard and how your dashboard calculates what you need and what you have to achieving your goal. You can add goals by clicking the button that says Goals in the left side menu bar. You can also add goals while in your Goals Dashboard. Watch the below video to learn how to add goals. Let’s now review how to add a retirement goal.

Retirement Goals

Retirement is one of the most fundamental goals your financial professional helps you with. After you have pressed + Add Goal, select Retirement. When you add a retirement goal into your dashboard, name it something you will remember it by. Use the priority slider to designate the priority for this goal. When selecting the priority, your goal will be ranked when presented to you in your Goals Dashboard. Be sure to select the age in which you desire to retire and the amount of income you would like to have to spend “pre-tax” while in retirement. After pressing submit, your dashboard will show you a chart with a line that you can scroll over. As you scroll along the line, you are being shown the amount of funds you need to retire at the age you selected and the amount of income per month that you selected from today until the year you retire. The idea is to have this amount of needed funds by the day you retire.


Once you have reviewed this chart you can start assigning accounts to the retirement goal. This assignment will show what you have toward the need, letting you know if you are off-track or on-track. By seeing the amount that you need versus the amount you have will help you and your financial professional plan on how to help you reach your desired goal.

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