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Welcome

Welcome to Financial Planner

Financial Planner is a native Salesforce managed package for household financial planning. You build a plan inside your org, enter accounts, income, expenses, and other inputs, then run a server-side calculation engine that produces multi-year projections, tax outcomes, and retirement insights. Everything runs on the Salesforce Platform—no external apps or outbound API calls are required for normal use.

The Financial Planner workspace: sticky header with plan actions, left navigation grouped by My Plan, Insights, and Explorers, and a main content area for the active page.

Who this guide is for: Salesforce admins who install and configure the package, and planners or advisors who run plans day to day. Technical internals are in the Advanced Reference chapter.

Core loop: configure → calculate → review → explore. Enter household inputs, run orchestration, read Insights, then use Explorers for what-if and Monte Carlo analysis.

What you can do

Create and manage Financial Plan records for households or clients
Capture savings accounts, assets, real estate, income, expenses, debts, and money flows
Configure plan members, tax jurisdiction, withdrawal strategy, and goals in Plan Preferences
Run calculations and review charts across Overview, Insights, and Explorers
Export plan data to CSV, clone plans, and share access with colleagues

How a plan run works

Enter plan inputs

Capture accounts, income, expenses, and other data in the My Plan section.

Run Calculation

Start orchestration from Plan Preferences → System Settings.

Engine calculates asynchronously

Queueable Apex jobs project cash flows, taxes, and withdrawals across the plan horizon.

Results persist in your org

Projections and tax outputs save to packaged custom objects — no external storage.

Charts refresh

Overview and Insights update when orchestration signals availability — typically within a minute for a typical plan.

See Running Calculations for orchestration status details and Quick Start for a first success path.

Main workspace areas

My Financial Records

Composite scrollable page for reviewing and editing multiple input sections in one place.

My Plan

Overview, milestones, inputs, preferences, import/export, and run history.

Insights

Fourteen read-only charts: net worth, cash flow, taxes, withdrawals, IRMAA, and more.

Explorers

Monte Carlo, What If…, Roth, Social Security, debt payoff, and other scenario tools.

Effective rates: Orchestration uses Optimistic rate assumptions as the effective scenario. See Modeling Assumptions for details on calculation conventions.

Data residency

All plan data stays in your Salesforce org—no external storage for normal operation
No outbound HTTP callouts or external APIs required for core planning
Authentication uses standard Salesforce session security (HTTPS)

Package basics

Namespace: finplanner (API names use the finplanner__ prefix)
Permission sets: FinPlan_User (runtime) and FinPlan_Admin (reference data and maintenance)
Lightning app: Financial Planner

Ready to begin? Follow the Quick Start walkthrough to create a plan, add minimal inputs, and run your first calculation.

For installation and permission assignment, see Permissions and Setup.

Advanced documentation

Implementers and support engineers can go deeper in the Advanced Reference chapter — orchestration internals, data model, security limits, and platform administration. Start with Orchestration Internals or Data Model.