Working with Scenarios
Learn how to run a sustainable scenario and modify your projections.
- Base Expenses (recurring annual expenses such as groceries, transportation, etc.)
- Additional Expenses (Vehicles, Travel, Renovations, etc.)
- Editing Values on the Planning page
- Recommendations
- Running a Sustainable Scenario
- Scenarios including a spouse
- Randomized Scenarios
- Historical Scenarios
- Adjusting Rates of Return and Asset Mix Throughout the Projections
- Rebase a Scenario in New Year
- Advisor Notes
- Copying Scenarios
- Renaming Scenarios
- Comparing Scenarios
- Compare Scenarios Definitions and Use Cases
- Move or Transfer or Copy an Asset to the Spouse
- Creating an Optimal Financial Plan
- Plan Review Checklist