Planit:Ranking Objectives

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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 prioritize my clients' objectives?
• Getting it from your client(s)
• Ranking data entry

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen Getting Started

Other Related Topics
Introduction to the Goals and Objectives Screen Add Objective Fact Finders
Auto Model Process Tiered Retirement Lifestyle Goals and Objectives Graph

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.

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Unfortunately, sometimes clients won’t be able to achieve all of their goals. By identifying the highest to lowest priorities; the Auto Model process will know which goals to eliminate first.