How do I run a Target-Map?
You want to verify funding levels of life events for the client based on the financials they have on their Asset-Map. There are multiple convenient locations from within Asset-Map to do this.
(click for a bigger view)
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).
From the Actions Menu found on the left side navigation menu.
On the Signal™ page, click a Signal and click on the Details option.
On the Target-Map 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.
Special Things to Know
Education Target-Maps pick list will display members designated with the "Dependent" checkbox on the Member's edit window.
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.
Your Target-Maps are generated using your Target-Map Preferences. Yet Target-Maps are meant to be fully editable to refine the result.
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7/2024