Scenario Manager
Use these resources to learn how to model side-by-side comparisons of different strategies within a plan using Scenario Manager.
Videos 1
Analyzing Goals with Scenario Manager
Topics Covered:
- Assessing your clients’ current situation.
- Using planning strategies to create a recommended scenario to help clients achieve their goals.
- Comparing the clients’ current plan with your recommended scenarios.
Quick Reference Guides 1
Scenario Manager
Topics Covered:
- Using Scenario Manager to view up to four plans side-by-side for a quick comparison of cash flow, net worth, and the likelihood of achieving financial goals.
Functional Documents 3
Analyzing Goals Using Scenarios
Topics Covered:
- Differences between Current Plan and Recommended Plan scenarios.
- Using Scenario Manager to create an optimal Recommended Plan scenario.
- Creating and using Alternative Plan scenarios.
- How NaviPlan represents scenarios in reports, graphs, and client reports.
Education Goal Coverage
Topics Covered:
- How NaviPlan calculates Goal Coverage for education goals.
- How NaviPlan indicates whether the education goal is underfunded or overfunded.
What Are My Options for Retirement? An Overview
Topics Covered:
- How NaviPlan calculates goal coverage for retirement goals.
- How NaviPlan indicates whether the retirement goal is underfunded or overfunded.
- Differences in goal coverage between the options Cover % of Expenses and % Fixed Needs Covered by Total Resources.
- Effects of unallocated accounts on retirement goal coverage.