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Plan Projections Checklist

Plan Projections is your pre-run readiness dashboard. It shows checklist cards for each major input category and age assumptions for retirement and longevity planning.

Each card shows completion status, a short description, and navigation into the relevant input page.

Checklist cards

Card	Description (from UI)	Target page
Accounts	Add all your savings and investment accounts	Accounts and Assets
Assets	Track vehicles, personal property, and other valuable assets	Accounts and Assets
Home & Real Estate	Add your current residence, home purchases, sales and relocations	Home and Real Estate
Income	Record all sources of income	Income and Expenses
Money Flows	Track contributions for income, withdrawals and transfers	Debts and Money Flows
Debts	Document your non-mortgage debts	Debts and Money Flows
Expenses & Healthcare	List spending and healthcare needs for comprehensive planning	Income and Expenses

Age assumptions

Retirement age

When the primary plan owner (and spouse, if applicable) retires. Opens the Retirement modal from the checklist.

Longevity age

Planning horizon end age for each member. Opens the Longevity modal. Drives RMD/RRIF-style gates in projections.

Click edit actions to open Retirement or Longevity modals. These dates align with fields in Plan Preferences → Plan Members.

When to run calculations

You do not need every card complete for a first test run—one account plus income or expenses is enough to validate orchestration. For client-facing plans, aim to complete all cards relevant to the scenario before sharing results.

When the checklist reflects your scenario, go to Plan Preferences and click Run Calculation. See Running Calculations.