Goals | TIFIN

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Goals

Goals

AI-powered, conversational financial micro-planning

7 articles

User Manual & Methodology

Goals | Retirement Calculator Methodology

Goals User Manual (PDF)

Goals One-Pager (PDF)

Step 1 | Goals Assessment

Goals Assessment 101

Lead Generation: Create a Goals Assessment Hyperlink

Step 2 | Make a Recommendation

Make a Goals-based Recommendation

Step 3 | Create a Personalized Proposal

Generate a Goals-based Proposal