Master Your Financial Plan: App Features and Navigation

1. Login

Enter your provided username and password to access the application.

2. Tony’s Introduction

Click the Play button to watch the introductory video. To proceed, select Start Using the App.

3. Plans Page

This page displays your created financial plans. If you are a first-time user, you will see a single button; click the icon to create your first plan. If you have existing plans, use the following options:

• Create a new plan
• Clone an existing plan
• Delete an existing plan

4. Summary Page

View a comprehensive summary of your income, anticipated income, income tax, and both liquid and illiquid assets.

5. Navigation Menu

represents the Menu button. Clicking this icon opens a slider menu, which is accessible from every page within the application.

6. Input Pages

There are five primary input pages (Income, Assets, Liabilities, Variable, and Monthly Expenses) that constitute your Current Financial Plan. Enter your financial details in the provided fields. You will see a button next to input fields; clicking the icon will trigger a pop-up with a description of the required information.

7. Results Dashboard

The results of your entered data are categorized into five distinct sections:

• Victory Dates: Track when you will reach milestones such as Financially Secured, Financially Vital, Financially Independent, and Financially Free, including the income required for each level.
• Cost of Waiting (5 Years): Compare your current investment plan against the potential outcomes of delaying your investments by five years.
• Asset Allocation: View animated comparisons between Security, Risk/Growth, and Dream categories.
• Critical Mass: Analyze Conservative, Current, and Aggressive plans via charts and tables showing wealth growth over 30 years.
• Foundation of Wealth: Review your total earned income versus spendable cash over a 30-year period.

8. Additional Features

• Tony’s Introduction: Re-watch the introductory video at any time.
• Edit Profile: Update your personal profile information.
• Select Different Plan: Navigate back to the plans list to switch between different financial scenarios.
• App Information: Access the About section for a description, the Glossary for field definitions, and the Feedback tool to send comments to the admin via email.