Skip to main content
Goals Assessment 101
Updated over a week ago

Explore Plans

  1. Select a client > click Assessments > select Goals:

  2. View Popular Plans at the top:

  3. View All plans or filter by:

    1. Retirement

    2. Home Options

    3. Insurance

    4. Taxes

    5. College Tuition

    6. Savings

  4. Filter by Completed, In-Progress, or Not Started plans:


Send a Plan Assessment

  1. Select a Client > after you choose an assessment, either click Start (to take the assessment now/live) or click the Send Assessment icon:

  2. Select Plan & the assessment you'd like to share > click Next:

  3. Include or Skip a Custom Question

  4. Pre-fill Data or Skip

  5. Choose to Send Via Email or Copy Link to the assessment and send from your own email:


View Plan Assessment Results

  1. Select a client or prospect > click Assessments > select Goals > click View Results beside the completed plan:

  2. Preview results & recommendations:

    View Past Assessment Results

    1. Click History in the left-hand pane to View & Download historical assessment results:


Customize Inputs

Edit/adjust the inputs that are driving the Plan results & analyze how those changes affect the results.

  1. Navigate to the Plan results page > click Customize Inputs:

  2. Purple inputs have been provided by the client, orange inputs are provided by TIFIN

    1. You can add income events (i.e. selling a business), or expense events (i.e.buying a new home)

    2. Once you’ve made your changes click “Apply Changes” at the bottom

Did this answer your question?