All planning videos
General page
Building a client plan starts with their basic information.
This video walks through what to capture on the General page.
Goals page
This video shows how to capture a client's spending plan in retirement.
Sources page
This page is used to track any income source your client will have in retirement, such as social security, a pension, or part-time income.
Savings page
This page is where you note any future contributions that will be made to an investment account.
Asset allocation page
This page helps your client understand both how and why their portfolio is structured the way that it is.
Liquidity page
The liquidity page lets you specify which accounts you want to pull your future withdrawals from.