A Financial Insights scenario is a projection built from entered client information, Advisor Settings, and controls saved on that scenario.
Review the assumptions behind the result
Before presenting or comparing a scenario:
Confirm Current Scenario.
Review the saved Assumptions, active Toggles, and recent Sliders.
Check that the Evaluation and scenario still represent the client story being discussed.
Use Details to trace the relevant year and row.
Keep specialized Analysis results identified by their own labels instead of treating them as the same calculation as the main scenario.
Existing scenarios retain saved assumptions. Updating the Evaluation does not automatically rewrite those assumptions, so revisit the scenario after material client-information changes.
When a result needs more review
Review the visible assumptions and results without guessing at formulas or methodology. Questions about returns, inflation, longevity, tax, registered withdrawals, optimizers, Monte Carlo, Variance, decumulation, or shortfall handling should go to Planworth Support.