As you and your customer map the action steps necessary for them to achieve their goal, you can create a custom action that is specific to the customer.

From the list of actions, click "Add Custom Action". Then enter more information about that action via the following fields:

Action Type

Select from one of the six financial security areas (Goals, Assets, Banking, Credit, Debt or Taxes) to categorize the action type.

Action Name

Enter a name that describes the action step, such as, “Pull Rental Report” or “Research Small Business Lenders”.

Action Due Date (Optional)

You have the option to enter a date by which time the customer should plan to complete this action step.


Enter any notes or context for the action step in this section. Be detailed, specific and motivating - these notes will be visible to your customer when you print the Action Plan!

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