Home 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 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 home goal.

Home Goals

Home goals is another form of goals a financial professional can help people reach. Some people have a goal to purchase their first home, a second home, or an investment property. After you have pressed + Add Goal, select Home. When you add a home 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. Select the type of home goal: Home (first home), Second Home, Investment Property, Land, or Other. Select the purchase price that applies toward your home goal. Are you using a 30 year fixed mortgage? 15 year fix? Or are you paying with Cash? If you are relying on a loan to purchase a home or property, type in the Interest Rate. Select the purchase price and date. 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 purchase the home on the date you selected given the purchase price you selected. The idea is to have this amount of needed funds by the day you want to purchase the home.


Once you have reviewed this chart you can start assigning accounts to the 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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