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Some clients really want to understand where
the numbers come from. To help these clients, MasterPlan creates
an audit trail across the years, for both current and proposed (what-if)
situations. The Current
Projection Report details how each item contributes
to the client’s financial situation in six sections:Income,
Income Taxes, Cash Flow, Liquidity, Retirement Plans , and Net Worth.
It can extend for several pages for a client with many assets. This
report can start in any year within the 99 year projection window.
Using our FREE LIVE DEMO either enter real data
or just use the sample client data provided. You can run real reports
and produce real graphs or just print them out from files illustrating
a sample plan. Factfinder files are also included on the Live Demo
CD-ROM.
Request a FREE
LIVE DEMO CD-ROM today!
See Also Main Product Topics...
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Previous
Types
of Reports