Confirm the Plan

Managing and Applying the 'Confirm the Plan' Feature.

Generating the Report as a PDF and Confirming the Plan

In Conquest Planning, generating a PDF of the report allows Financial Planners to create a finalized version of the client's financial plan for review and sharing. Once the report is generated, the planner can confirm the plan, ensuring that all sections are accurate and aligned with the client's goals before finalizing the document.

Generating the Report as a PDF

Navigating to the Review Page

The first step in generating the report as a PDF is to click on the 'Review' tab at the top of the page and select 'Review Plan' from the available options.

Step 1: Ensure the Integrity Check is Passed

The integrity check will identify any errors in the strategies or goals, as well as any unrealistic expectations.

For example, in the image below, after selecting the integrity check option, a message appears indicating that retirement expenses are too low in some or all years of retirement. A suggested solution will also be provided beneath the message.

Step 2: Create the Client Resources

Once the user has passed the integrity check, the next step is to provide the client with their resources.

The user must navigate through both the 'Prepare Report' tab and the 'Present a Digital Story' option to proceed. Preparing the report will generate a finalized PDF version for the Financial Planner.

Confirming the Plan

Once the PDF report is completed, the 'Confirm Plan' button will become clickable.

When clicked, a pop-up will appear asking if you'd like to keep the client's plan alternatives. You can choose to keep only the live plan and delete all alternatives, or select the option to retain all plan alternatives.

After choosing one of the options, a prompt will appear, and the user can click 'Confirm Plan.' A green bar will then appear at the top of the page, indicating that the Current Plan is confirmed.