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Add a Target-Map™ to a Household

Show Progress Towards Financial Goals

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 2 weeks ago

How do I run a Target-Map?

You want to verify the levels of funding goals and 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.

  • On the household summary page in the Target-Maps panel.

  • From the Actions Menu found on the left side navigation menu.

  • From the Sidebar.

  • 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 along with your other notes or optionally included in a comprehensive report.

Special Things to Know

  • The 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.

  • 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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4/2025

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