Add a Target-Map
A click of a button (available on various pages and lists throughout the platform) will open the Target-Map Template menu. Select the Target-Map goal by clicking the checkbox and then select who the Target-Map is for.
Where are the Add Target-Map buttons?
On the household summary page in the Target-Maps tile.
On the household summary page in the Target-Map tile's options icon (3 dots)
On the Target-Map page
From the Actions Menu list on every Household page
Target-Map Notes
Don't forget to add Notes to the specific Target-Map to keep track of key changes or thoughts. They can be output as a single-page of notes or optionally included in a comprehensive report.
Things to Know
Education Target-Maps pick list will display members designated with type "Dependent" on the Asset-Map.
Retirement Target-Maps will list a primary and spouse together, meaning the Target-Map will use the resources of both to help pay for the desired retirement funding need. Selecting one member will utilize only that person's resources.
Loss of Life suggests capital requirements for the survivor(s) by selecting the decedent from the pick list.
By design, Target-Maps are independent from one another. Funding used by one Target-Map is not automatically removed from other Target-Maps.
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1/2024