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Life Insurance

Disability

Retirement Age Goal

401(k)/403(b)/457(b)

Documents

Long-Term Care

Tax Estimate

Retirement Living Expense Goal

Roth 401(k) Savings

401(k) Savings

Methodology

State and Local Tax

Individual Client Methodology

Tax Assumptions

Tax Strategies

Use the Detailed Expense Worksheet

Enter Pre-Retirement Living Expenses

Using Account Aggregation

Misc Assumptions

Dashboard

Enter Local Taxes

Enter AUM Fees

Choose a Tax Filing Status

Creating a Budget - Budget Analysis

Add Medical Expenses

Add Extra Debt Payments

Risk

PreciseFP

Asset Location Strategy

Analyze a Client's Tax Estimate

Debt

Navigate the Cash Flow Tables

Flow Tab - Estate Analysis

Analyze a Client's Asset Allocation

Run an LTC Insurance Analysis

Run a Life Insurance Analysis

Maps - Cash Flows

Access the Budget Analysis

Marketing & Prospecting Home

Summary Tab - Life Insurance

Estate Analysis

Retirement Health Care Costs

Estate Checklist & Beneficiaries

Life Insurance Analysis

Cash Balance Pension Savings

Traditional IRA Savings

Roth IRA Savings

Traditional / Roth IRA

Update Client Notification Presets

Current Tab - Balance Sheet

Summary Tab - Risk Analysis 

Long Term Care Costs

Summary Tab - Budget Analysis

Set a Liquidity Target

Snapshot

Customizing the Snapshot

Budget Analysis

Investment

Comparison Tab - Estate Analysis

Action Items - Life Insurance

Model Portfolios

Salary Income

Client List

Bank Accounts

Change your email address

Insurance Policies

Retirement Analysis

Annuities

Investment Accounts

Loans

Family Profile

Other Assets

Property

403(b) Savings

SEP IRA Savings

Deferred Compensation Savings

Account

Asset Return Assumptions 

Debt Module

Client Presets 

Clients

Client Access

Security Assessments and Compliance

Investment Module

Long-Term Care Insurance Analysis

Asset Allocation

Expenses

Goals

Modeling Pension Options in a Financial Plan

Net Worth

Click the play button below for a step-by-step tutorial on 

Add a Model Portfolio