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    • Home
    • Solutions
      • Data Gathering
      • Goal Planning
      • Income Planning
      • Expense Planning
      • Debt Management
      • Investment Management
      • Tax Planning
      • Net Worth
      • Risk Management
      • Compliance
    • Tech
      • Scenarios and Actions
      • What If Considerations
      • Customization
      • Portfolio Assumptions
      • Plan Access
      • Plan History
      • Team Management
    • Resources
      • Videos
      • Articles
      • Contact Us
      • Schedule a Call
      • Release History
      • About PlantechHub
    • Pricing
    • Free Trial
    • Sign In
  • Home
  • Solutions
    • Data Gathering
    • Goal Planning
    • Income Planning
    • Expense Planning
    • Debt Management
    • Investment Management
    • Tax Planning
    • Net Worth
    • Risk Management
    • Compliance
  • Tech
    • Scenarios and Actions
    • What If Considerations
    • Customization
    • Portfolio Assumptions
    • Plan Access
    • Plan History
    • Team Management
  • Resources
    • Videos
    • Articles
    • Contact Us
    • Schedule a Call
    • Release History
    • About PlantechHub
  • Pricing
  • Free Trial
  • Sign In

Goal Planning

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.

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