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3 Ways to Monitor Change in Your Plan

This article describes way to visualize updates as you make changes to your plan.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

1. Toggle among mini-charts in My Plan

Every time you change your plan, the plan improvement meter will tell you how it impacted your plan.

2. See how your plan changes with every update in My Plan

Every time you change your plan, the plan improvement meter will tell you how it impacted your plan. Try making changes to your plan, such as lowering your expense budget, to see if your cash flow changes or your projected estate increases.

3. See if a new coach alert is triggered

PlannerPlus Coach instantly identifies particular problems and opportunities for your retirement plan. It is like a financial advisor looked over your plan and made suggestions just for you and your future financial security! (Only available to PlannerPlus members)

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