Allow custom text field to describe each goal
C
Colin Page
It would be great to add a one-sentence description of what each goal's parameters are. This could be created by the app based on calculator inputs, or just allow for the advisor to add a custom text. This custom text is probably the better option if the goal was set outside of the calculator or based on other parameters.
For example:
*Liquidity: "6 months of current spending"
*Retirement: "Retire at age 55 with $260k of after-tax annual income in today's dollars"
*Education: "4 years of undergraduate tuition, room & board at $40k per year of today's dollars"
This would allow the advisor and the client to understand where the goal numbers came from at a glance.
Taylor Stewart
Colin Page I really like this. We're planning to remove the "purpose" column since clients typically just care about the goal name and know from that what it is. I think we could add a small text field that runs along the bottom of each goal. One question will be whether to set character limits or not.
C
Colin Page
I think character limits would be appropriate, especially since we would be concerned about formatting for the overview report. Just need enough space to jog the client's (and advisor's) memory about how the goal was calculated.