Family Info: The people included in the client's household.

Evaluation: The client's financial information, including accounts, income, real estate, debts, insurance, and other planning facts.

Scenario: A Financial Insights projection with its own planning assumptions and choices.

Assumptions: Dates, rates, portfolio settings, and other inputs used by a scenario.

Goal: A planning objective, such as retirement, education, estate, or debt.

Toggle: A scenario-level planning control for modelling a specific change. A saved toggle can be turned on or off.

Strategy: A named group of one or more saved toggles on the same scenario. Turning a Strategy on or off turns its member toggles on or off together. Deleting a Strategy removes the group but keeps its toggles on the scenario.

Statements: Views of the client's information as of today.

Financial Insights: The area for building, reviewing, comparing, and presenting projected scenarios.

Wealth Insights: A tax and estate planning roadmap based on the client information available to Planworth.

Details: Tables used to trace projected cash flow, net worth, and other results.

Snapshot: A saved scenario result used for later comparison or reporting.

Plan Review: Financial Insights views used to review the scenario.

Presentation Mode: A presentation-focused view of the plan.

Print Report: The Financial Insights action that opens Report Wizard to create a PDF.

Insights Core: Financial planning plus tax, estate, and insurance insights for personal accounts and common assets.

Insights Pro: Includes Insights Core and adds corporation modelling, the corporate chart, and related corporate tax and estate insights.

Base Assumptions: An Assumptions tab, not a subscription tier.