you can keep all of your plans and goals in one place. Clever Fox’s planner includes a weekly layout, a monthly spread, a year at a glance, vision board pages, goal breakdowns, and even a self ...

A weekly planner’s layout allots one to two pages ... A monthly or quarterly planner is great if you have long-term goals and best for big-picture thinkers who have a lot of large-scale projects ...

Every client has financial goals. Goal planning in Advisors Workstation let's you have goals-based conversations with clients, then quickly connect those goals to an an easy-to-understand plan in ...