Financial Goals
Define and track client financial objectives
Establish IUL
high
not started
Progress0%
$0$450
Target: 4/15/2026
Increase revenue by 45 percent
high
not started
Progress0%
$0$125,000
Add disability
medium
not started
Progress0%
$0$200
Buy house
medium
not started
Progress0%
$0$150,000
Remove the tax bill
high
in progress
Progress0%
$0$2,500
Begin contributions
high
in progress
Progress0%
$0$100