Planit:Modular Goal Results

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Learn by Watching!

There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics. In this Video you will Learn... How do I calculate and interpret the results of a modular goal entry? • Reading the graph • Shortfall or surplus • Percent of Goal Achieved Keep on Track! Continue training on... Modular Planning Results Screen Getting Started Retirement Income Planning Report Other Related Topics Retirement Goal Audit Tiered Retirement Lifestyle Education Goal (Modular) Certainty of Outcome Planning Alternatives Introduction to the Results Screen

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

Learn by Reading!

In situations where the client has a shortfall, you’ll see how close they are to achieving their goal to the right where the “Percent of goal Achieved” is identified.

In the above case the client’s can’t quite achieve their goal of $60,000 after tax spendable income. This calculation helps to identify how big their problem is. Achieving 99% of the goal is a small problem. Achieving 33% of the goal is a big problem!