This financial analysis is based primarily on the age of ‘Client’. For this reason, we recommend that the primary wage earner’s information be entered in the ‘Client’ field.
First Name & Initial: The name and initial entered will be displayed on client reporting and charting.
Last Name: The name entered will be displayed on client reporting and charting.
Date of Birth: Dates can be entered directly within the cell using MM/DD/YYYY format, or by clicking the 
button and selecting a date from the pop-up. This date will help establish the time-frame of the analysis.
Gender: The gender entered will affect the calculation of statistical life expectancy.
Retired: This field will indicate to the software whether the client is currently retired or continuing to work. If ‘Yes’ is selected, pre-retirement data entry will be disabled.
Marital Status: Select one of the available options from the drop-down. Marital Status will not enable/disable Spouse/Partner data, this is controlled through the Joint Plan selection.
Joint Plan: This selection will indicate whether Spouse/Partner data will be included. If ‘No’ is selected, all Spouse/Partner data will be disabled.
File Name: This field will allow you to modify the name of the open client file. You will be able to sort by this field when opening an existing client. This will default to the clients’ names.
Scenario Name: This field will indicate the scenario the advisor is currently in and is defaulted to Base Data when creating a new client.
Description: This field allows an advisor to enter a description for the current scenario.
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