Chart (Financial Planning Analysis)

The Chart screen allows an advisor to adjust, alter or solve client data while simultaneously viewing the results. This allows you to see how changes in the client’s situation will affect all aspects of the analysis. Changing Values Values are organized down the left hand side of the screen. They are organized into 4 main sections; Investment Savings, Retirement Income, Index Assumptions and Tax Efficiency Assumption. Each of the 4 main sections contains multiple data entry points. When any data entry point is selected, the toggle buttons on the right will control the values of that selection. From here you can increase or decrease the amount, age or years to display. Any values changed will automatically be updated throughout both the Wizard and Data screens. Be sure to Calculate after altering any values in the Chart screen. Financial Planning Analysis Charts There are three Financial Planning Analysis charts; Cash Flow, Income Tax and Financial Assets. You can zoom in on any of the three charts at any time by simply clicking on the desired chart, however you can only zoom in on one chart at a time. Retirement Planning Options The Retirement Planning Options pane is a list of solved planning options. These options will act as a guideline when changing and solving values. Solving You can choose to solve any Investment Savings or Retirement Income values by clicking the solve button. Select which data entry point you would like to solve and click the solve button. The software will then calculate the optimal value required for the client to fund retirement. Printing The Chart screen was not designed as a printable report. You can choose to print these documents manually by holding ‘Ctrl+P’ on your keyboard. This method however, cannot guarantee that the page layout and print margins are ideal.

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