Planit:Your Goals and Objectives

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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 'Your Goals and Objectives' page of my client's document?
• Summary of plan data entry
• Graph of costs for all goals
• Confirm data entry, agreement to tradeoffs possibly to come

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

Other Related Topics
Estate Planning Goals and Objectives Introduction to the Goals and Objectives Screen Introduction to the Engagement Screen


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.