The Summary tab brings several review sections together for the selected Financial Insights scenario.
Review the Summary
Confirm Current Scenario.
Open Summary.
Use the sidebar sections: Overview, Executive Summary, Plan Comparison, Base Personal Assumptions, and Toggle Review.
In Plan Comparison, confirm the comparison scenario before reading two-scenario content.
In Toggle Review, confirm the saved toggles shown for the open scenario.
If a number needs investigation, record the section, scenario, year, and visible value, then trace the same item in Details when available.
Editable Summary content may appear on matching Report Wizard pages. Review that wording as client-facing report content.
Use Summary to orient the review. Trace an unexplained calculation in Details, and leave client conclusions to the advisor.