Solve Settings
Determine the major variables of the plan.
Inputs
Controls for modifying discovery plan scenarios.
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Inflation
Increase future income goals to maintain spending power.
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Expenses
Manage the income need at the budget item level.
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Segments
Adjust segment count, length, names, and notes.
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Outside Segments
Incorporate goals aside from month-to-month income into your plans.
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Clients
Change the assumptions for clients’ retirement age and longevity estimates.