Add custom goals to your plan
November 3, 2023
Next, you will have the ability to identify financial goals that aren’t specific to your retirement.
Whether it’s buying a home, or simply taking a vacation next year, we want your financial plan to incorporate milestones specific to you.
All I have to do is select the category, give it a name, and enter the goal amount, or the amount of money I would like to save to achieve this goal.
Once I have completed that step, all I have to do is select the account where I would like to save for this goal, and with that, I have added a goal to my Playbook Plan.