Goals in Blueprint
The Goals area of the Blueprint module displays all the key events happening in your clients' lives. These simple visuals will help clients understand the timing and relationship between financial goals within their plan.
Timeline vs. Board View
You can toggle between a Timeline view, which will highlight the timing of each goal in retirement, and a Board view, which will highlight the cost of each goal:
Include or exclude Goals from Blueprint
Use the Edit button to include or exclude Goals. If you have a recurring Goal, you can choose to display it for the 1st year only or to display it every year.
