Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Spending.
Review the fields shown and enter the advisor-approved defaults.
Select Save.
New scenarios combine these saved spending defaults with client-specific spending information from the Evaluation. Changing Advisor Settings later does not update an existing scenario, and copying a scenario keeps the source scenario's spending assumptions.
Open the intended scenario and confirm its saved spending assumptions before relying on them. If a new scenario does not show the expected starting settings, contact Planworth Support with the saved defaults, scenario, and screenshot.