You are able to enter very detailed information including variables like inflation and future dated changes, which creates a very accurate financial plan. It can be quite complex.

Naviplan is extremely flexible and can produce a plethora of documents that can illustrate almost anything you need. Using the foundational plan tool to illustrate retirement funding is great.

It lets you see all of a client's accounts in one place, and calculate potential options for financing. Information on retirement, loans, accounts, bills, income, its all there and able to be utilized for calculating goals.