The Your Goals module is where you can use SMART goals to capture actionable objectives and align them to clients' values.

E.g. if a client values ‘Master new skills or knowledge’, then they may create a goal to learn an instrument. This would require setting aside a certain amount of time and money, and could include a timeframe of one year to perform to friends and family. 

Or, the goal may be to achieve a PhD, which would take more upfront investment, but could ultimately lead to a salary increase. All of these factors should be defined and considered during this module. 

To develop these goals, advisers will follow the SMART goals framework, ensuring each goal is: 

  • Specific
  • Measurable 
  • Attainable 
  • Relevant 
  • Time-bound

The Your Goals wizard helps you and your clients categorise and track current goals, and keep a record of what has been completed.

Goals are tracked as either Completed to To Complete, and within the Goals to To Complete, they can be in the status of To Do, Doing or Done.

You can also work with your clients to prioritise them as either Must Have, Nice to Have or Dream Come True. Allowing you to focus resources on particular Goals.

To add goals, you or the clients will use the guided Goals wizard. This will ensure you have the necessary detail under the SMART goals framework to measure and track the goals towards completion.

Clients can add Goals via their digital Dashboard once registered to the platform. You will be able to review these and include in any financial plan. Non-financial goals can also be recorded for the clients' own tracking, engaging them with the Dashboard and giving them a place to store all their Goals in one place.





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