Overview
The planning opportunities tool will scan the financial plan and look for windows of opportunity for you to improve the plan. To use this tool, select the "Find Opportunities" preset:
In the window that appears, select which plan and which areas to analyze. The areas in which Iris can analyze are currently:
Tax
Investments
Retirement
Insurance
Debt
Stock Plans
Business
Estate
Once the analysis is complete, you will be provided with several ideas to improve the plan:
Other considerations will be listed at the bottom, but will generally have a lesser impact on the overall plan. While Iris highlights several main options and some additional considerations, feel free to follow up with Iris and ask additional questions about the results!
