Annotated Reports

Use these resources for better clarification on NaviPlan reporting.

Retirement 3

Retirement Cash Flow Timeline
Retirement Goal Details
What are my Retirement Goal Options?

Major Purchase 3

Major Purchase Goal Details
Major Purchase Goals Summary
What are my Major Purchase Goal Options?

Education 3

Education Goal Details
Education Goals Summary
What are my Education Goal Options?

Disability 2

Disability Income Needs Analysis
Disability Income Needs Timeline

Survivor Income 4

Lump Sum Needs Details
Ongoing Needs Details
How Much Life Insurance Should I Have?
Survivor Cash Flow Timeline

Progress Reporting 9

Financial Progress Snapshot - Goal Coverage
Financial Progress Snapshot - Investable Assets
Retirement Goal Progress Summary
Retirement Goal Progress Details
Education Goal Progress Summary
Education Goal Progress Details
Major Purchase Goal Progress Summary
Major Purchase Goal Progress Details
Emergency Fund Goal Progress Summary