Action Items

A full list of plan inputs and strategies can be found by clicking the Edit button in the lower right corner of the Action Items. You can add/exclude items here to customize which variables you can see and adjust using the Action Items:

Yes! To add new items to a client's proposal that do not exist within the Profile, you can click the Edit button in the lower right of the Action Items, and then click the Add New Items button. This allows you to add additional goals, income, expenses and more to just the Proposed Plan. After being added, these items will be easily identifiable by their darker gray color in the Action Items:

When working with multiple proposals, adding a new action item will add that item to all proposals. However, if you only want a new action item to impact a single proposal, a useful tip is to add the action item with a $0 value. This prevents the action item from impacting other proposals, allowing you to manually dial in the value for your desired proposal after the item is added: