Decision Center
Interactive Cash Flow Planning
- Open any scenario and see lifetime cash flow
- Use advanced techniques and what-ifs
- Collaboratively build a plan
Goal Planner
Interactive Goal Planning
- Compare up to 4 scenarios
- Change values on the fly
- Use Monte Carlo or Straight-line math
- Print presentations
Distribution Center
Interactive Estate Planning
- Visually see the story of your estate plan
- See the effects of estate techniques
- Understand topics like Distributions and Survivor Income
- Collaboratively create a distribution plan