Goals are best set through the “Goal Planner,” which we covered in the Onboarding section (Section 3). However, you can manage them directly:

• Step 1: Go to the “Goals” Page: Find “Goals” in your main menu.
• Step 2: Use the “Goal Planner” Button: On the “Goals” page, you’ll see a prominent “Goal Planner” button (often with a gear icon). Clicking this will launch the interactive planner.
• Step 3: Follow the Planner Steps: The planner will guide you through setting financial targets, deal structures, and the activities needed to achieve them. It’s a step-by-step process that helps define your goals clearly.
• Step 4: Save Your Plan: At the end of the planner, make sure to save your complete plan. This will automatically create your goals within PULSE AI.

Best Practice Tip: Review your goals regularly. Life happens, and sometimes you need to adjust a goal, either up or down. Your goals aren’t set in stone; they’re living guides!