When you navigate to any client page, you will see a “Financial Plan” icon.

Click on the "Goals" icon and choose a goal you want to set for that client. You can add as many goals as you like. 

When creating a goal you can set it as a multi-year goal or a one-time event. Selecting the portfolio(s) that will fund the goal matches those allocated resources to the specific goal. As an example,  a 529 account would be used to fund education, but probably not a retirement income goal. 

 


As you continue through the workflow, you will ultimately arrive at the “Cashflows”. This can also be selected by clicking on the “Results” icon, and choosing "Cashflows". 

Here you will see a cashflow graph for your client’s current holdings (in blue) vs. your recommendation (in green). Beneath the graph, you can select scenarios to stress test the two portfolios against (the client’s current holdings, and your recommendation). You can also select the specific year in which you want these scenarios to occur. Hit “save” and the graph will now incorporate the scenarios that you selected. You can add in as many scenarios as you like.

On the left, along with goals, you can click on “Assumptions” to change tax, inflation, rate of return, and other assumptions. Note that turnover is taken into consideration in calculation of capital gains for tax purposes. 

On the left side of the page, you have the option to add more goals by clicking on the goal sections on the left. You can also edit your current goal(s) by clicking the pencil that appears when you hover over each goal icon.

In addition to the Scenarios section, you will find Monte Carlo, Estate, Asset Flows and Advanced sections.  When expanded, these tables display more details about each of these areas.