Guided Retirement

The Guided Retirement tool is a new retirement planning assessment in NaviPlan that helps advisors provide visually engaging financial needs analysis after entering only one data point – income.

Healthcare planning

Utilize Aivante healthcare projections to illustrate personalized medical expenses for clients during retirement.

Collaborative meetings

Develop trust with your clients and prospects by taking a collaborative approach to retirement planning.

Streamline compliance

Standardize your planning process to limit time spent ensuring that plans are compliant. Additionally, make financial planning adoption simple with easy to understand processes.

Gain insight

Illustrate retirement needs online with one client data point – income. Let the NaviPlan calculation engine take care of the rest with smart assumptions and integrations.

See the Guided Retirement tool in action

See a demonstration of the NaviPlan Guided Retirement tool as part of the workflow to build a full retirement objective coverage report in five minutes below.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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Related resources for financial advisors

By leveraging smart assumptions powered by AI in the new NaviPlan Guided Retirement assessment, advisors can do far more with less.

Guided Retirement tool tech stack at a glance

With the NaviPlan Guided Retirement tool, we continued our goal of leveraging modern frameworks and fundamental innovations to enhance the financial planning experience. Here is an overview of the tech stack supporting the new tool.

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Creating financial luck with preparation

Financial planning can seem an overwhelming task, causing people to put off getting a financial advisor and hoping they will somehow save the right amount for retirement. How can advisors help clients overcome their financial anxiety and create a plan that will set them up for a successful retirement?

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Video | NaviPlan quickstart: The five-minute retirement report

In this video, learn how to create a complete Retirement Objective Coverage report in just five minutes using NaviPlan starting in the Guided Retirement tool and promoting up to a level two plan.

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