Thursday, Jun 20 2013
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The Gathering Place For Financial Professionals

And Financial Enthusiasts

How to add a new goal in Personal Goals Manager

1. Begin in My Dashboard.

2. Select the “+ Goal” link.

 

Add Goal

 

3. This takes you to the New Goal page:

 

Add Goal 2

 

4. Give your goal a:

  • Title
  • Description
  • Category
  • Due date
  • Start value
  • Desired value
  • Unit of measure
  • Image (add a picture representing the goal)
  • User field (fields add more specification to your goal description. For example, if the goal is to save $9,000 to purchase a new car, a field could be “New Car”.)

5. Save edits.

Your new goal should appear on My Dashboard under Active Goals:

 

Active Goals Menu


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