---
title: What is a Proposal Plan? 
description: Proposal Plan
---

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# What is a Proposal Plan?

A Proposal Plan is a plan created to model a suggested financial strategy for a client. Proposal Plans can be created after a client's [Financial Profile](https://help.wealthcentral.com/what-is-the-financial-profile?hsLang=en) is completed. 

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    - [Reports: Summary Cash Flow](https://help.wealthcentral.com/plan-output-reports?hsLang=en#reports-summary-cash-flow)
    - [Reports: Account Balances](https://help.wealthcentral.com/plan-output-reports?hsLang=en#reports-account-balances)
    - [Reports: Net Flow Analysis](https://help.wealthcentral.com/plan-output-reports?hsLang=en#reports-net-flow-analysis)
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