Foundational Planning: New Spending Goals Report

The new Spending Goals Report makes it easier than ever to show your clients their likelihood to achieve their goals.

This report is now available as part of the Foundational Planning presentation template and includes the following sections for both Active and proposed plans:

  1. Basic Goal Information
  2. Probability of success for achieving a goal
  3. Current funding for the goal

You can find this new report in the Foundational Planning presentation template by clicking “Go To Presentation”.

When there is no proposed plan the Spending Goals Report will act as a standalone report. However, when a proposed plan is active it will show a comparison.

Questions? Give us a call at 888-362-8482 or send us an email.

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.