Target-Maps create 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. Please review the 1 minute video for more information.

Target-Map Support Resource Links

6/2024