Plan Summary Panel
Overview of the plan data highlighted in the summary panel.
Discovery Editor
Become familiar with all of the tools available in the Discovery plan editor.
-
-
Cash Flow (by Source) Chart
View income by source in graphical format. -
Cash Flow (by Expense) Chart
View outflows by expense in graphical format. -
Assets Chart
Segment values by year in graphical format. -
Full Plan Detail
See the underlying numbers that make up the plan structure. -
Solve Settings
Determine the major variables of the plan. -
Inflation
Increase future income goals to maintain spending power. -
Income Floors
Incorporate all sources of income aside from investment liquidation. -
Expenses
Manage the income need at the budget item level. -
Segments
Adjust segment count, length, names, and notes. -
Outside Segments
Incorporate goals aside from month-to-month income into your plans. -
Clients
Change the assumptions for clients' retirement age and longevity estimates. -
Saving a plan
Always be sure to save your work.