TIFIN Wealth

Select a client &gt; click Assessments &gt; select Goals:

1. Retirement
2. Home Options
3. Insurance
4. Taxes
5. College Tuition
6. Savings
    
   
    

Filter by Completed, In-Progress, or Not Started plans:

1. Select a client &gt; click Assessments &gt; select Goals:
 
 
2. View Popular Plans at the top:
 
 
 
3. View All plans or filter by: 
 1. Retirement
 2. Home Options
 3. Insurance
 4. Taxes
 5. College Tuition
 6. Savings
 
 
 
4. Filter by Completed, In-Progress, or Not Started plans:

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Select a Client &gt; after you choose an assessment, either click Start (to take the assessment now/live) or click the Send Assessment icon:

Select Plan &amp; the assessment you'd like to share &gt; click Next:

Choose to Send Via Email or Copy Link to the assessment and send from your own email:

1. Select a Client &gt; after you choose an assessment, either click Start (to take the assessment now/live) or click the Send Assessment icon:
 
 
2. Select Plan &amp; the assessment you'd like to share &gt; click Next:
 
 
3. Include or Skip a Custom Question
4. Pre-fill Data or Skip
5. Choose to Send Via Email or Copy Link to the assessment and send from your own email:

Select a client or prospect &gt; click Assessments &gt; select Goals &gt; click View Results beside the completed plan:

1. Click History in the left-hand pane to View &amp; Download historical assessment results:

1. Select a client or prospect &gt; click Assessments &gt; select Goals &gt; click View Results beside the completed plan:
 
 
 
2. Preview results &amp; recommendations: 
 
 
 
 View Past Assessment Results
 1. Click History in the left-hand pane to View &amp; Download historical assessment results:

Edit/adjust the inputs that are driving the Plan results &amp; analyze how those changes affect the results.  

Navigate to the Plan results page &gt; click Customize Inputs:

Purple inputs have been provided by the client, orange inputs are provided by TIFIN

1. You can add income events (i.e. selling a business), or expense events (i.e.buying a new home)
 
2. Once you’ve made your changes click “Apply Changes” at the bottom

1. Navigate to the Plan results page &gt; click Customize Inputs:
 
 
 
2. Purple inputs have been provided by the client, orange inputs are provided by TIFIN
 
 1. You can add income events (i.e. selling a business), or expense events (i.e.buying a new home)
 
 2. Once you’ve made your changes click “Apply Changes” at the bottom

Explore Plans

Send a Plan Assessment

View Plan Assessment Results

View Past Assessment Results

Customize Inputs