All Collections
Modules
Planner
Planning Module Tutorial
Planning Module Tutorial

Planning module basics and how to navigate the planners

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

Once the clients business and personal summaries are completed click on the "Planning" tab and you will see the planners TPP is recommending for the client.

Using the thumbs up or down you can easily mark which strategies you intend to use or not use, the thumbs up and down will not affect the calculation its just for organizational purposes.

By clicking into each planner you will see more details on the strategy including: additional strategy details, helpful videos, and most importantly 3 different savings options for the client which are based on the projection.

Did this answer your question?