Life goals are the personal and financial milestones that you are working towards, and are usually bigger than every day tasks and short term objectives.
Life goals can be recorded and managed via your portal, and may also be reflected in digital forms sent to you by your financial professional. Likewise, you may record your life goals in a digital form and they will appear in the 'Life goals' area of your portal.
To create a Life goal:
- Navigate to 'Goals'>'Life goals' from the menu on the left of your portal
- Once in the Life goals area, click 'Add life goal'
- A slide-out windown opens. Complete all fields and click 'Save'
Note: Fields marked with a red asterisk are mandatory and must be completed in order to save your goal. - Once saved, you will see your newly created goal saved in the Life goals area of your portal.
Editing, Completing or Deleting your Life Goals
When you reach your life goal you can mark it as complete. Alternatively, you can adjust or delete your life goals if your circumstances or priorities change.
- Navigate to 'Goals'>'Life goals' from the menu on the left of your portal
- A list of your life goals is displayed. Locate the goal you want to edit/complete/delete and click 'See details'.
- To edit or mark the goal as complete, click 'Edit'
Once edit is selected, all goal fields can be modified (including the ability to mark the goal as completed).
Make your adjustments and click 'Save'.
To delete the goal, click 'Delete'
Confirm the deletion by clicking 'Confirm' - Your adjustments will now be reflected in the Life Goals area.