NaviPlan Introduction USER MANUAL USA Version 12 2 Contents Chapter 1 Using this manual NaviPlan Premium user manual series Conventions NaviPlan Premium resources Phone support Updates The About dialog box Chapter 2 Overview of NaviPlan Premium About NaviPlan Premium Easy to use levels Financial Assessment Asset Allocation Assessment Level 1 Plan Level 2 Plan Recommended steps Chapter 3 Setting user preferences Entering advisor details S
NaviPlan Level 1 and Level 2 Plans Analyzing client goals USER MANUAL USA Version 12 2 Contents Chapter 1 Using this manual NaviPlan Premium user manual series Conventions NaviPlan Premium resources Phone support Updates The About dialog box Chapter 2 Analyzing goals in NaviPlan Select Comparing scenarios Understanding scenario differences in Level 1 and Level 2 Plans Adding Alternative Plan scenarios Achieving goal success and viewing goal cove
NaviPlan Level 1 and Level 2 Plans Entering client data and goals USER MANUAL USA Version 12 2 Contents Chapter 1 Using this manual NaviPlan Premium user manual series Conventions NaviPlan Premium resources Phone support Updates The About dialog box Chapter 2 Entering plan assumptions Entering general assumptions Changing economic factors Setting annual account fees Setting milestones Level 1 Entering income tax rate assumptions using the Avera
LN VA Ole NE NaviPlan User Manual Level 1 amp Level 2 Plans Entering Client Data Volume V of VI NaviPlan User s Guide USA Version 15 0 Copyright and Trademark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trademarks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the writ
TANI VAT SNR NaviPlan User Manual Calculators Volume II of VII NaviPlan User s Guide Canada Version 15 2 Copyright and Trade mark Copyright 2013 2015 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trade marks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of Advicent
TANI VAL SNR NaviPlan User Manual Calculators amp Assessments Volume II of IV NaviPlan User s Guide USA Version 14 2 Copyright and Trademark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trademarks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of
InADVICENT NaviPlan User Manual Calculators Assessments Volume II of IV NaviPlan User s Guide Canada Version 14 2 Copyright and Trade mark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trade marks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permissio
LN VA Ole NE NaviPlan User Guide Forecaster Assessment Volume III of VI NaviPlan User s Guide Canada Version 15 1 Copyright and Trade mark Copyright 2013 2015 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trade marks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of A
LN VA Old Nn NaviPlan User Guide Forecaster Assessment Volume III of VI NaviPlan User s Guide Canada Version 15 0 Copyright and Trade mark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trade marks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of A
LN VAL ONE NaviPlan User Manual Introduction Volume of VII NaviPlan User s Guide USA Version 15 2 Copyright and Trademark Copyright 2013 2015 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trademarks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the written permission of Advicent Micr
TANI VA Ole NE NaviPlan User Manual Level 1 amp Level 2 Plans Analyzing Goals Volume VI of VI NaviPlan User s Guide Canada Version 15 0 Copyright and Trademark Copyright 2013 2014 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trademarks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the wri
InADVICENT NaviPlan User Manual Level 1 8 Level 2 Plans Entering Client Data Volume V of VI NaviPlan User s Guide Canada Version 15 1 Copyright and Trade mark Copyright 2013 2015 Advicent LP and its affiliated companies Advicent All rights reserved Advicent and NaviPlan are trade marks of Advicent No part of this publication may be reproduced or transmitted in any form by any means electronic photocopying recording or otherwise without the w