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Product Center
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The first step in any scenario is to input the client’s
desired cash flow needs. As you can see from the input screen below,
several predefined categories are included, as well as customizable
categories for specific client needs. Also of note, these needs can
be set at a level rate, adjusted for inflation, interpolated between
two values or set at different levels on a year-by-year basis.
Note: Throughout these screen shots, you will see little yellow thumbtacks. Within your System, these offer tips and suggestions for you. There is also extensive Help available from the main tool bar.
Main | Features | Sample Cases & Output | Sample Input Screens | Testimonials | Order Wealthy and Wise |
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