Wedding goals can be utilized to model clients paying for weddings within the future projections. These goal cards can be added within the Goals section of the Profile by clicking Add Goal > Wedding. This can also be done within the Goals step of the initial data entry process for new clients.
Wedding 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 dollar amount of the wedding goal.
Owner: Choose the owner of the wedding goal. Can be the client, co-client, or joint.
Goal starts: Specify the year in which the wedding will occur.
Additional Information
After being entered, wedding goals can be tracked within the Cash Flows module of the Retirement section. Wedding costs can be found within the Cash Flows > Summary page, by clicking into the Goals > Wedding column:
