The Goals sit within the Client/Entity Profile, Plan and Review. It allows you to record each client's financial goals, capture commentary on progress, assign a status, and track completion — all of which feed directly into the Review document output.
Goals can be added for individual clients/entities or recorded as joint goals where the review covers multiple clients (e.g. a couple).
Adding a goal
Click Add Goal in the top-right corner of the Goals section
The Goal Details modal will open
Complete the relevant fields (see field reference below)
Click Create
💡 Note: Fields marked with an asterisk (*) are mandatory. You must complete Owner, Category, and Priority before saving.
Editing a goal
Locate the goal in the Goals table
Click the vertical ellipsis (⋮) at the end of the goal row
Select Edit from the dropdown menu
Update the relevant fields in the Goal Details modal
Click Save
Reordering goals
Once more than two goals have been added, the order will be adjustable
Using the double vertical ellipse, drag and drop to reorder
Removing a goal
Locate the goal in the Goals table
Click the vertical ellipsis (⋮) at the end of the goal row
Select Remove
💡 Note: Removing a goal from a Review plan does not affect goal records held in Xplan. This action only removes the goal from the current Review document.