Headline information that appears on the roadmap and print-out.
This plan is marked Final. Editing is locked.
2. People
Household members. Drives "each" contributions and the retirement marker.
Set a target retirement year per person so the timeline can flag it.
3. Financial years
The timeline columns. Tick the retirement year.
4. Structures & balances
Every entity that holds value: super, trusts, companies, personal names, cash, property, liabilities.
Balance per year: leave blank where the structure does not exist that year. Type a single hyphen "-" for a "building" placeholder. Liabilities can be entered as negative numbers.
5. Flows & events
Every action and money movement. These become the arrows on the roadmap.
From / To turn an event into a drawn flow between structures. Leave From or To as "External" for money entering or leaving the household (salary, inheritance, tax, living costs).
6. Report content
Assumptions, recommendations and actions that appear on the summary page of the client report.
Assumptions
Recommendations
Actions
7. Review
Completeness checks before issuing the report.
Are you sure?
Delete this row?
Save current version first?
Would you like to save a copy of this plan before deleting?
