Goals describe outcomes the advisor wants to test in a Financial Insights scenario. They are not the same as the client's current accounts, debts, or estate position in the Evaluation.
Goal categories
Retirement tests the retirement timing and spending reflected in the scenario.
Education represents planned education costs and is separate from an RESP account.
Estate represents an estate target within the scenario.
Debt represents a debt-freedom target within the scenario.
The categories and controls shown can depend on the client information and scenario. Each result also depends on the scenario's assumptions, goals, and active planning controls.
In Financial Insights, confirm Current Scenario, open Goals, and set the Retirement, Education, Estate, or Debt goal you want to test.