Key Features:

• Financial Assessment (a needs assessment tool)


• Two promotable planning levels (plans can be promoted to NaviPlan Extended)


• Detailed federal and state tax calculations


• Advanced estate planning


• Stock option modeling (ISO & NSO)


• Data import capabilities


• Goal planning: retirement, education, major purchase, emergency fund


• Insurance analysis: survivor, disability, long-term care


• Asset allocation options: user-defined or Ibbotson


• Net worth and cash flow management


• Small business planning component


• Planning Assistant™ and Cash Flow Assistant™ identify potential problems and opportunities


• Monte Carlo analysis