Planit:Life Goals Analysis - What Is It?

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
How do I interpret and present the 'What is Life Goals Analysis' page of my client's document?
• Complex plan incorporating complex tax structure, multiple goals, etc.
• Differentiate your plan and show value
• Set the stage for the strategy ahead

Keep on Track! Continue training on...
Personal Financial Strategy Integrated Financial Plan
Initial Assessment Practice Management

Other Related Topics
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Introduction to Life Planning

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.