How to Use the Goal Plan

Wondering about the “what ifs” of your financial life that are out of your control? There’s a tool inside of Client Access called the Goal Plan that lets you play with variables and it calculates a predicted outcome. You can pick from scenarios like “Social Security Cuts” or “Health Care/LTC” and see how changing them can impact your retirement projections. Watch the dial in the Confidence Zone move as you tinker with the variables. It’s like a barometer for your financial plan and it’s easy to use. Watch this video to find out how.