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  1. Goalsmapper Helpdesk
  2. Client/Spouse Profile

Client/Spouse Profile

General

  • How to Use the Financial Info?
  • Why can't I export my Financial Data?
  • What is the purpose of the Retirement Age inside Client / Spouse Profile?
  • Can I split a joint profile or combine two single profiles?
  • Does GoalsMapper uses age next birthday or age last birthday?
  • In joint planning, how can I tell if the plan belongs to the client or the spouse?
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