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Create, Delete, Clone a Target-Map™

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

Target-Maps creates the perfect venue to discuss the preparedness of the client to handle disruptive financial events as well as other important funding conversations like retirement, estate planning, charitable giving, and tax management, to name a few.

Every client, prospect, and sample household has a page called Target-Maps in the long, left-side menu. That can be your starting point for creating your simplified planning conversations. Cloning a baseline Target-Map, and Deleting Target-Maps are just a few of the functions available.

  1. Create a Target-Map by clicking the New Target-Map button on the Target-Maps page.

  2. Select the desired funding scenario.

  3. Select the member or members for whom the funding scenario is meant.

  4. Click Create

To delete, clone, or set other parameters, use the actions menu (3 dots) found to the right on each Target-Map's title bar on the Target-Map Summary page.

Target-Map Support Resource Links

Support Resource

Description

Weekly group training

5/2025

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