Open Goals in the intended Financial Insights scenario and use the estate or debt goal controls available for that client. Accurate asset, debt, ownership, and family information must be saved in the Evaluation first.
Set the goal
Review the relevant information in Family Info and the Evaluation.
Open Financial Insights and confirm the intended scenario.
Open Goals.
Select the estate or debt-freedom goal shown.
Enter the available target and timing fields using the client's verified planning direction.
Save the goal and review the result for the same scenario.
An estate goal does not replace the current estate views in Statements. A debt-freedom goal does not change the debt balance recorded in the Evaluation.