Overview
A client's goals and aspirations are central to the financial planning process. PlantechHub provides the ability to capture these goals throughout the life of the plan and provides the tools to help the client identify and understand a path toward achieving those goals.
Tracking Goals
Tracking Goals
Tracking Goals
PlantechHub provides a comprehensive set of goal options for every client aspiration from retirement and college planning to new home purchases. Goals can be setup to occur at different points in the plan and can occur once or multiple times over a period of time. Dedicated Education Goals allow for spending of Education related Assets prior to impacting other Investments or cash.
Goal Chips
Tracking Goals
Tracking Goals
Goal Chips are a visual representation of your clients wants and needs and is optional but available wherever results can be viewed. The chips dynamically change in real time while interacting with Actions and What If Considerations to indicate whether the goal is successful with the current Scenario.
Advanced Goal Inputs
Advanced Goal Inputs
Advanced Goal Inputs
PlantechHub's Data Gathering for Goals saves significant time in the planning process by accounting for related activities with a single form. Important factors such as financing schemes for a new home or future incomes from investment real estate are automatically handled without having to enter multiple plan items to track those related activities.
Result Items
Advanced Goal Inputs
Advanced Goal Inputs
PlantechHub provides a number of metrics and graphs to help to see the outcome of Goals in the plan and identify potential problem areas. One example is the Goals and Expenses graph which shows the proportional makeup of each spending item and can be used with Actions and What If Considerations to view the impact of changes to the plan.