Inactive goals

Because of how the digital advisor experience was built, there were scenarios where customers could have hanging goals that could not be tracked as a result of no accounts or assets association.

To fill this gap within the experience, I designed an inactive goal experience. These inactive goals will store the data the customer provided in their initial goal-setting session. It would also allow the customer to continue to model possible outcomes while encouraging the customer to activate their goal tracking by associating a new or existing account.