The following charts guide you in analysis of you Plan. We recommend that you review your charts often to explore potential risks as well as opportunities in your plan.

Savings Timeline

The Savings Timeline chart analyzes the chance fund your goals through your longevity age(s) under Optimistic, Average, and Pessimistic assumptions in your plan by illustrating the date at which your savings may run out.

What You Need

The What You Need chart analyzes what you need to fund your goals through your longevity age(s). We compare what you have with what you need and reflect the difference in order to guide your saving and spending.

Cash Flow Forecast Chart

The Cash Flow Forecast chart portrays your Income and Expenses on plot lines. The visual allows you to easily identify years when your income does not meet your expenses.

Net Worth & Estate Chart

The Net Worth & Estate chart details your Net Worth by year, including all savings accounts, real estate, other assets, and debts.

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