The Graph Landing Page gives your clients an immediate, visual understanding of their structured income plan. The planned yearly income allows your clients to quickly understand their structured income plan. Below is a hypothetical example of a complex structured income plan to demonstrate how the yearly income is calculated and presented.
To learn about comparing different asset allocation and net worths and graphs see articles:
- Asset Allocation and Net Worth
- View Comparison Function on the Asset Allocation and Net Worth Landing Page
- Projected Account Value Graph
- Planned Yearly Income Graph
Step 1: View All Cases: Click the green View All Cases button under the Your Case List heading.
Step 2: Case: Click the Client account you would like to open.
Step 3: Structured Income Planning: Click the Structured Income Planning link under the Client's name.
Step 4: Structured Income Planning Page: Take note of the structured income plan.
Step 5: Graphs: Click the Graph link under the Client's name.
Step 6: Summary Graphs: The Graphs Landing Page will automatically show the scenario that you are working in.
Step 7: Scenario: Use the down caret (v) arrow to select the correct scenario if it is not the correct one by default.
Step 8: Planned Yearly Income: The second graph shown is the Planned Yearly Income graph.
Step 9: Horizontal Axis: The Horizontal Axis represents the planning horizon timeline displayed on the structured income plan.
Step 10: Planning Horizon Timeline in SIPS: Take note of the planning horizon timeline.
Step 11: Vertical Axis:The Vertical Axis shows the monetary amounts accumulated over time.
Step 12: Grouping Arrow on the Structured Income Planning Page: To see the vertical axis amounts, click the double arrow in the upper-left corner of the Incomes Group box.
Step 13: Grouped Income Column in SIPS: Take note to the total amounts of Incomes Column.
Step 14: Key: The Key box represents the different incomes and expenses. Only the incomes are shown on the graph since they are positive amounts, while expenses are negative.
Step 15: Incomes Columns in SIPS: Take note of the Income Columns in SIPS.
Step 16: After Tax Target Graph: The red line represents the After-Tax Target column in the structured income plan.
Step 17: After Target Tax Column in SIPS: Take note of the After Target Tax Column in the structured income plan.
Step 18: Planned Distribution Graph: The dark blue bars represent the Planned Distribution column on the structured income plan.
Step 19: Planned Distribution Column in SIPS: Take note of the Planned Distribution Column in the structured income plan.
Step 20: Wages Graph: The light blue bars represent the Wages column on the structured income plan.
Step 21: Wages Column in SIPS: Take note of the Wages Column in the structured income plan.
Step 22: SS Graph: The gold bars represent the SS column on the structured income plan.
Step 23: SS Column in SIPS: Take note of the SS Column in the structured income plan.
Step 24: Employer Match Graph: The purple bars represent the Employer Match of the ROTH 401(K) column on the structured income plan.
Step 25: Employer Match Column in SIPS: Take note of the Employer Match Column in the structured income plan.
Step 26: Gifting to GKs and Travel Graph: Gifting to GKs and Travel are yearly expenses represented in the key. Note that they are not represented in this graph since they are negative amounts.
Step 27: Gifting to GKs and Travel Column in SIPS: Take note of the Gifting to GKs and Travel Columns.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
