Comparison Report Overview
How Comparisons Work
Once you have completed the cash flow map for your client's current cash flow situation, you can duplicate the map with a few mouse clicks and make your changes easily.
· Duplicate your initial cash flow map with a few mouse clicks.
· Generate multiple scenarios as needed to provide options and highlight the changes clearly.
· Make adjustments quickly to keep the conversation moving and earn buy in.
· Use comparison reports to quickly show changes based on life events such as the birth of a child, sale of a business, retirement, pay raise, and more.