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Life Insurance

Retirement Age Goal

Disability

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

Tax Estimate

Documents

Retirement Living Expense Goal

Long-Term Care

Using Account Aggregation

State and Local Tax

Asset Location Strategy

Debt

Risk

Summary Tab - Life Insurance

Tax Strategies

Creating a Budget - Budget Analysis

Dashboard

Misc Assumptions

PreciseFP

Use the Detailed Expense Worksheet

Enter Pre-Retirement Living Expenses

Enter Local Taxes

Enter AUM Fees

Choose a Tax Filing Status

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Add Medical Expenses

Add Extra Debt Payments

Analyze a Client's Tax Estimate

Navigate the Cash Flow Tables

Analyze a Client's Asset Allocation

Run a Life Insurance Analysis

Tax Assumptions

Access the Budget Analysis

Roth IRA Savings

Life Insurance Analysis

Cash Balance Pension Savings

Traditional IRA Savings

Individual Client Methodology

Traditional / Roth IRA

Roth 401(k) Savings

Retirement Health Care Costs

401(k) Savings

Methodology

Maps - Cash Flows

SEP IRA Savings

Account

Change your email address

Security Assessments and Compliance

Client Experience Overview 

Support

Pre-retirement Living Expenses

Tax and Fees

Long Term Care Costs

Salary Income

Bank Accounts

Insurance Policies

Annuities

Investment Accounts

Loans

Other Assets

Property

403(b) Savings

Deferred Compensation Savings

Asset Return Assumptions 

Client Presets 

Clients

Client Access

Model Portfolios

Snapshot

Asset Allocation

Expenses

Family Profile

Goals

Modeling Pension Options in a Financial Plan

Net Worth

Savings

Creating Multiple Proposed Plans

Action Items

Share Vault Documents with Multiple Clients

Update Global Return Assumptions

Add a Client Group

Client Presets

Update Default Methodology Settings

Update Client Notification Presets

Allow Clients to Add/Edit Tasks

Add a New Client

Add a Logo

Create an Annuity Model

Create a Custom Glide Path

Portfolios

Add a Model Portfolio

Add a New Retirement Spending Strategy

Create a Custom Return Scenario

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

Add a Bank Account