Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How do I generate a Detailed Report for Each Strategy that includes NEXT STEPS with Yearly & Monthly CashFlow?

April 26, 2017cashflow includes steps strategy

0

Posted

How do I generate a Detailed Report for Each Strategy that includes NEXT STEPS with Yearly & Monthly CashFlow?

1 Answer

0

Posted

Please Click on the Report ICON shown below under the “Detailed Report” Column on Result page to generate Detailed Report for each selected Strategy. The following will be included (where applicable) in the Detailed Report. • Advisor Name, Firm Name, Address and Contact information (For Advisor version Only) • Scenario User INPUT Values. • Strategy Detailed Description with Pro & Cons of the Strategy. • Strategy Specific section with Date for NEXT STEPS & Reduced/Delayed Percentage credits. • BREAK EVEN YEAR with OTHER Strategies comparing the Total Yearly Cumulative Benefit (where applicable). • Yearly CashFlow for the selected Strategy. • Monthly CashFlow for the selected Strategy.