NaviPlan Standard Training & Support
Annotated Sample Reports
Helpful tips on how to present plans
Annotated plans provide explanations that point to specific graphs and calculations on each page of a sample client report, which help to effectively explain results to clients.
Asset Allocation Annotated Report
Financial Needs Summary Annotated Report
Financial Needs Assessment Annotated Report
Retirement Distribution Summary Annotated Report
Annotated Progress Report (NaviPlan Central only)
Roth Conversion Summary Annotated Report
