College Planning


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 college goal.

College Goals

College planning is one of the most fundamental goals financial professionals help their clients reach.  After you have pressed + Add Goal, select College. When you add a college 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 be ranked when presented to you in your Goals Dashboard. Be sure to select the state the school is in, the name of the college in which the person is attending, and the name of the individual who is attending the school. If the individual is someone other than you but is not listed here, go to your Profile Settings to add your spouse and/or children who can be added to this college goal. All spouses and children added in your Profile Settings can be selected in this field. If this individual with whom you’re planning to make a college goal for is not a spouse or child, for example, a grandchild or niece or nephew, add them as a child. After you have selected the individual who is benefitting in this goal, you will see the college cost projected in the cost field. This cost of the school is calculated by U.S. News & World Report. Finally, select the date in which you want to reach this goal. For example, if you have a new child, you could make the goal date the day your child turns 18 or some time before that first tuition bill is due.


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 reach the college goal. The idea is to have this amount of needed funds before the college start date. Once you have reviewed this chart you can start assigning accounts to the goal. This assignment will show what you have towards the need, letting you see 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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