Adding a Property

You can add properties to the net worth statement to provide a more complete picture of your client's financial situation.  Any properties entered here are are included on the net worth statement for informational purposes only and will not be included in the plan success rate calculations.

To add a property, go to the Profile tab and select Finances

Under Finances, select Properties then click Add a New Property.

  1. Enter the name of the property
  2. Select the Asset Category and the Asset Type 
  3. Fill out the remainder of the information required

Note:  The growth rate will be applied to "Current Value" amount and will be used  for the Net Worth over time statement.  

Click Save once you are done entering in all of the information.





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