The ‘Goals & Dreams’ module in LifeGoals is important. It’s important because it allows the client to open up about their family’s intentions for the years to come. It’s good to know where you want to go in order to get there, right?  Besides the client’s goals and dreams being very important to their future financial planning, it allows for a great rapport building activity between the advisor and the client.

You or your client can select short, mid or long term for each pre-selected goal and/or add customized goals on the bottom of this screen.

This is an example of the page that ‘Goals & Dreams’ prints out on the report. The selected goals/dreams are organized accordingly.