Plan Settings: Milestones

This page covers the following location(s) in NaviPlan:

Cog menu — Plan Settings — Milestones

Procedures :: Related Information

Planning Objectives

ClosedHow does NaviPlan apply milestones?
  • Milestones represent moments in clients' lifetimes that will have an important effect on their financial planning, such as retirement and life expectancy. NaviPlan applies the ages entered on this page as the settings for every client created.

Related Information




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