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01 · Plan outlook

Plan outlook

Current plan assumptions
Required capital for retirement

02 · Actuals

Net Worth

Your recorded balances over time

03 · Cash flow

Annual ledger

Actuals followed by your selected forecast
Annual ledger
Expand:
Period Beginning balances Withdrawals Growth / change Ending
Year Age Total Total gross Total tax Total net Growth / change Total balance

Balance history

Scenario assumptions

Explore one change at a time. Each scenario keeps the other base-plan assumptions.

Preview changes in the plan. Apply to keep them, or Cancel to restore the previous settings.

Update balances

Additional holdings

DAFs, education accounts and earmarked funds track balances only. Retirement availability and net worth inclusion are independent. Private equity liquidity events belong in Plan → Events.

Investments include brokerage cash and money-market funds. Enter cash held elsewhere, retirement accounts and private equity separately.

Planner backups

Includes saved plan settings and balance history. Import merges this profile’s recorded history.

Plan details

Saved plan assumptions. Scenario adjustments apply in Plan outlook.

Edit plan

Planning horizon

Portfolio assumptions

Income gap calculation

Sets the earning window and tax rate for “Additional income needed” in Plan outlook.

Starts after actuals, no earlier than the first phase.

Spending & income in 2026 dollars · Income before tax

Expenses, proceeds and equity liquidity

Understand the numbers and assumptions behind your plan. Each topic reflects the selected date and scenario.

Note (optional)

Manage plan versions

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Each profile has its own balances, history and plan versions.