Enter the client's financial facts in an Evaluation so you can create a scenario in Financial Insights. You do not need to reach 100% before moving on.
Before you begin
The client must already exist.
On Evaluations, choose the Core or Pro option shown for the workspace.
Steps
From the Client Dashboard, open Evaluations and choose Core or Pro. You land on Preliminary.
Review the Preliminary checklist and the sections shown, such as Savings, Income, and Real Estate.
Complete the sections shown and enter the accounts, income, property, and other facts needed for the plan. Each section tracks its own completion.
Use a visible Save control when one is shown.
Review the completed sections and the Overall Net Worth shown in the Evaluation.
What happens next
You can create a scenario even if some Evaluation sections are incomplete. After opening Financial Insights, verify the information visible in the selected scenario rather than assuming automatic propagation from the Evaluation.
Common issues
A section you expect is missing. Review Preliminary and complete the sections shown. Corporate Chart may be unavailable on Core.
The completion percentage does not change. Reopen the section and check the visible values and save control. The percentage alone does not establish whether the plan is ready.
An existing scenario didn't change after an Evaluation edit. A scenario keeps its saved assumptions.