Compare Scenarios

After creating several different scenarios within one client file, you can compare these scenarios by selecting from the scenarios menu. This allows you to run a head-to-head comparison of the two data sets to examine the benefits and drawbacks of each.

Select the scenarios to compare using the Current and Recommended drop-downs. Next, select the client and spouse estate ages to compare changes in Net Worth, Deferred Taxes, and Estate Net Worth.

Print Scenario Comparison

To print the scenario comparison, click the button in the bottom left corner of the scenarios window. This action generates a 3-page scenario comparison PDF report.

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The first page of the report is a cover page. The second page of the report displays the cash flow chart and outlines the two scenarios being compared. This page also shows the client and spouse estate ages used in the comparison. The third page shows the results from the two scenarios and the change in Net Worth, Deferred Taxes and Estate Net Worth at the estate ages select for the client and spouse.