Add a Financial Goal

Create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. You can only create savings-oriented goals. You can’t create a goal for paying down a debt. You also can’t associate a goal with a specific financial account.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

On the Goals tab of the client or household profile, click New in the Goals Summary section.
Enter a name for the goal.
Select the household member who is the goal’s primary owner.
Enter the relevant information and save the record.

If you created the goal from the client profile and the client’s goals are summarized at the household level, the goal is also visible in the household profile.

You can edit or delete a goal in the Goals tab or the Related tab.

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