Add Goals

Add Goals

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 want to be. 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 review each goal to see how it helps you plan for today and your future.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.