LifeGoals Help

Getting Started with Life Goals

Life Goals PDF Fact Finder

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Life Goals Sample Case

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Start a new case

To create a new case, simply click the the “+” button located in the top right corner of your dashboard and select “Life Goals” from the list of products in your bundle.

Create a new case from existing client data

To add Life Goals to an existing client case, navigate to the “Cases” tab which can be found on the left side of your dashboard.

Click the “+” button on the far right of an existing client case and chose “Life Goals” from the product list drop down under “Other Apps Used”