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.
- 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.