Create Goals

The Goals function allows users to create short-term and long-term goals. Goals can be edited after they are created.

Last updated 2 days ago

Create Goals

The Goals function allows users to create Short-Term and Long-Term Goals. Goals can be edited and changed as needed.

  1. From the Portfolio drop-down menu, select Goal Setting.
  2. To create goals, select the Add Goal button next to either Short-Term Goals or Long-Term Goals.
  3. Once you have created your goals, you can view, edit, or delete them as needed.