Usage

As the name suggests, these records store all of a clients goals. Beegle displays goals that have been achieved, those currently being pursued and importantly those that clients want to achieve in future. 

Having these future goals on record allows the adviser and client to constantly pursue more goals. When first meeting a client there are often some goals which seem out of reach and pushed aside for more important ones. With Beegle's tracking, the adviser can determine when a goal is achieved or ahead of target, allowing the adviser and client to revisit those goals initially though to be out of reach. Being able to do this benefits the client and also build the relationship between with the adviser. 

Beegle's recommendation is to record all goals, no matter their size or importance, as there is always the chance of being able to revisit and achieve them in future.