Access & Create "What-ifs"

Looking to build out a proposal for your client's financial plan? Follow the steps below to get started!

  • Goal Results
    • An easy way to navigate to the What-ifs, and your proposal, is the Goal Results page. Here you can access any goal that has been added to the plan, and their respective what-ifs.  
  • Navigate to the Green Flag icon on the left hand side of the screen.

  • Select a goal you would like to create what-ifs for.

  • If you are in the "Proposed" plan, click the "What-ifs" button towards the top right.
    • Note: If you are in the "Current" plan there will be NO What-ifs button.

  • The What-ifs will appear on the right hand side of your screen.
    • Each goal will have it's own unique What-ifs. 

  • Clicking a What-if will open up more detail, providing you the opportunity to enter more information, or selecting from a list. 

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  • When you are done creating the What-if, scroll to the bottom and click "Apply To Plan."

  • Repeat this process for every What-if you would like to create.