LifeGoals Help

Advisor Notes

The advisor notes section allows you to add notes regarding case specific incidents that can be used when presenting to your clients or as reference points for revisiting the case down the road. Final thoughts, suggestions, and relevant information to your client’s lives can be written down in this section to help you present more efficiently and build a more personal relationship with your clients.

The information will be part of the printed presentation on the Advisor Notes page (or whatever Title is input above). This printed page will also include any Notes typed at the bottom of most of the input screens. For example, if something was typed in the Survivor Needs Goal Notes, it will be print on the Advisor Notes Page. See sample print below.