When you first enter the Nexus Plan Wizard either to create a client's Financial Profile or a Proposal Plan, you will begin on the Goals step.
During this step you can adjust the client and co-client retirement age and life expectancy by pressing 'Edit'. The default values for these are 67 and 95, respectively. Once you have entered the appropriate ages, ensure that you press 'Save' to capture any changes, or 'Cancel' to revert to the defaults.
The other required input for this step is at least one spending goal. A spending goal, or income goal, is an amount that the client is hoping to be able to spend for the indicated number of years. For example, a spending goal could be a retirement income of $75,000 from the client's retirement age to their life expectancy.
There is no limit to the number of goals you can enter for a client, however there must always be at least one as the plan engine uses a Monte Carlo analysis that generates a success score based on the plan's ability to fulfill the indicated spending goal(s).
Once you have saved your goal(s), you can press 'Next' to continue to step 2 of the plan wizard, Assumptions. If you would like to save your progress and continue later, you can press the 'Save Progress' button followed by 'Exit Workflow'.
You can also just press 'Exit Workflow' if you would like to discard any inputs you have made so far and start over.
