Client-Specific Inflation Assumptions

Your global inflation assumptions (as set in the Assumptions tab of the Advisor Portal) will be used as a starting point whenever you create a new household in RightCapital. However, within the Gear Icon > Settings > Other Assumptions tab of each client plan, you can choose to change the inflation assumptions for just that individual plan. Making changes to inflation assumptions here will not impact your global assumptions or any of your other financial plans:
Be sure to click the Save button in the lower right of the page after making your selections to lock in your client-specific inflation assumptions. You can toggle back to the global assumptions at any time by selecting the 'Global Assumptions' for all inflation rates.
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