Creating Multiple Proposed Plans

In addition to adjusting the original proposed plan, you can also create additional proposals by clicking the Pencil & Paper icon next to the Current Plan on the right side of the page. There is no limit to the number of new plans you can add here:

Clicking "Add New Plan" will create a blank slate, carbon copy of your current plan (plus any new action items you've added). Hoving over an existing proposal and clicking copy will carry over any changes you've made in that proposal, over into your new plan:

To make changes to the “current plan”, navigate to the Profile tab and change the data inputs within the Family, Income, Savings, Net Worth, Expenses, and Goals areas.

Each time you click Refresh in the lower right, the Proposed Plan on the left side of the Probability tab is saved. This allows you to create more proposals and toggle back to previously saved plans using the dropdown menus located above the Probability of Success.