Choose a scenario and see how it would affect the Lifetime Plan
Use the Financial Events Modeler after you create and complete your Lifetime Plan.
  1. Click Planning, and then, in the left pane, click Financial Events Modeler.
  2. In the Scenario box, click the scenario you want to investigate.
  3. Read the scenario's description to get a better sense of what the scenario will do.
  4. Enter any additional information that the scenario requires.
  5. Click Compare My Plan.

    Depending on how complex your plan is, it may take a few moments for the Financial Events Modeler to do its analysis.

  6. Take a good look at the Comparison Forecast graph, which compares your annual Bottom Line under your current plan and under the scenario you chose.

    To see the data for any given year, move the pointer to that part of the timeline.

  7. After you've reviewed the results, do one of the following:
    • Click Try New Scenario if you want to work through another scenario or modify the scenario you just considered.
    • Click Accept Changes to incorporate the scenario in your Lifetime Plan, if you've chosen a scenario where that's possible. However, after you incorporate a scenario, you can't undo it easily.
    • Click Done if you're done experimenting.


A variable is an item you'd be willing to change to make your scenario work within the constraints of your current plan. For example, if you're considering adopting a child, you might be willing to retire at an older age, increase your savings contributions, or invest your money more aggressively.