Goals are objectives that an individual or family want to achieve. Life goals are those that are not just monetary, but aims and wants.
Once Life goals are added in the system, it is easy to get a download of a summary of those goals.
To download a summary:
1. In your portal (if applicable) go to Goals > Life Goals
2. On the top right of the Life goals screen, click 'Go to life goal summary'
3. The Summary page opens to view each goal and its information.
4. To download the summary simply click 'Download report'
5. A pdf of your report will be available for review