Tuesday, January 10, 2006

Bill Cara: Financial Planning Tools

Bill Cara: Financial Planning Tools: "The parts of Naviplan I use the most are the cash-flow analysis page, the Monte Carlo, the asset allocation, and the Net Worth and Income Tax pages. What is great about the cash-flow page is that you can get a report of a detailed cash-flow an choose to display up to 10 years (I believe) on one sheet. So, if you have a client who is paying off some debt in 2 years, purchasing a home in year 4, coming into some new assets in year 3, etc., it is easy to show to the client. "

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