Other Goal cards can be used as a catch-all to enter any additional goals into a client plan. These cards give you full control over the dollar amount, timing, frequency, and inflation.
These goal cards can be added within the Goals section of the Profile by clicking Add Goal > Other. This can also be done within the Goals step of the initial data entry process for new clients.
Other Goal Data Entry
Click on the card to open a data entry drawer on the right side of your screen, allowing you to input the details:
Annual amount: Enter the annual dollar amount of the goal.
Owner: Choose the owner of the goal. Can be the client, co-client, or joint.
Goal starts/ends: Specify the duration of the goal. If the Frequency is set to 'One Time', the Goal ends field will be removed.
Frequency: Specify whether this is a One Time or Recurring Goal. Recurring goals will end once the date specified in the 'Goal ends' field is reached.
Annual Increase: Determine which inflation rate will be used to project costs out into the future. 'Customized Inflation' allows you to enter a specific percentage that will only be used for this goal.
Additional Information
After being entered, other goals can be tracked within the Cash Flows module of the Retirement section. One time and recurring costs can be found within the Cash Flows > Summary page, by clicking into the Goals > Other Goals column:
