An empty Goals page usually means the client does not have any goals yet. Open the client, go to Planning → Goals, choose Add Goal, and select Retirement, Education, Liquidity, Debt Payoff, or Other. The new goal appears immediately and then needs its assumptions and account assignments.
If a goal exists but still looks empty or incomplete, the problem is usually missing source data or missing Goal Mapping—not the browser.
Add the first goal
Open Planning → Goals.
Choose Add Goal.
Select the goal type.
Open the goal and complete the required assumptions.
Open Assigned Accounts or Goal Mapping → Assignments and allocate the balances and monthly savings that fund it.
A household can have one Retirement goal. Other goal types can be added more than once when separate targets are useful.
If the goal appears but the numbers are missing
Check these items in order:
Profile data
Add adults and children in Profile → Household with the dates the goal requires.
Confirm balances, account types, ownership, tax treatment, and monthly savings in Profile → Accounts.
Confirm spending and future income in Profile → Cash Flow.
Retirement needs household timing, spending, future income, and assigned retirement assets. Education needs a student, education timing and cost assumptions, and assigned savings. Liquidity needs monthly expenses, a reserve period, a target date, and assigned liquid accounts.
Account assignments
Current goal assets and savings come from Assigned Accounts. If the client has a 401(k), 529, or savings account but it is not assigned, the goal does not assume that it belongs there.
Use a fixed assignment for an exact amount or a remaining assignment for what is left after other fixed allocations. Resolve any over-assignment warning.
Derived values and overrides
A derived field can be blank when its source data is missing. Fix the source record when possible. Use a manual value only when the planning assumption should intentionally differ from Profile.
If the whole page fails to render
Refresh the browser once and reopen the client. If the Goals view still does not load—not merely an empty-state message—contact Kerdora Support with the client name, approximate time, and a screenshot of the page. Do not repeatedly add duplicate goals while the page is failing to refresh.
The Goals workspace is advisor-only. Once the goal is complete, use a Guide to share the appropriate result with the client.