Life Hub New User Video 1 of 3 - View Plans in Life Hub

welcome to getting started with life Hub

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this video will guide you through your

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first session in life Hub and help you

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understand the basics of the app when

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you first log into life Hub you'll see a

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list of households that have plans if

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you're new you don't have any households

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so here you have the opportunity to

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explore some examples or create a

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household of your own let's look at this

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example of a retired

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couple here we see the main life Hub

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view of the plan zoomed out to the

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highest level and organized by income

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expenses assets and liabilities of the

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plan as well as savings and insurance as

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you can see at the top of the screen

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we're looking at the first year of the

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plan you can zoom into sections of the

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plan either by using the zoom icons here

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or you can customize the view by

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clicking on categories to expand or

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collapse them click on the plan items

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themselves to see details on that it

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item and even edit those details or

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delete the item entirely life Hub puts

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all plan information as well as Plan

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Building and editing at your

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fingertips you can also add new items

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from this page advisers often use this

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view to show clients how their resources

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come together to create income down to

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the account withdrawal level how that

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income compares to planned expenses and

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taxes and how income and savings ffect

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assets and liabilities over time clients

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love to see how the interplay between

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resources expenses savings and assets

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change over

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time for example this couple currently

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has rental income and social security

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income from one spouse but when the

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pension begins in 2025 and the other

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spouse begins receiving Social Security

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in 2027 portfolio withdrawals will go

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down switching to to a pre-retirement

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example we can see a couple saving to

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their investment accounts while still

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working and how those accounts are

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growing while they pay down their

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mortgage and get closer to

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retirement on the timeline you'll find

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important plan Milestones like

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retirement dates the beginning of rmds

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or the beginning or ending of plan items

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a subtle animation links plan items and

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their place on the

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timeline when you hover on a specific

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item a small graph appears to show how

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that item changes through the plan click

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on the client avatars at the top to show

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only the items linked to each client or

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to the two of them

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together use this important tool menu to

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change whether plan values are shown in

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today's dollars or future dollars and

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whether values are

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rounded from the tool menu you can also

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generate a customized report of the plan

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for for the year currently chosen the

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onepage option shows only information

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you have on the screen expanded or

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collapsed as you see

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fit there are two other ways to view

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plans in life Hub one is a view of how

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income and withdrawals flow into savings

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and

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expenses these visualizations are

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available for income and expenses assets

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and liabilities and portfolio

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flows the other op option is the plan

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dashboard a simple summary view with

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portfolio total and retirement spending

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capacity at the top and graphs of full

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plan income expenses and taxes at the

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bottom click on the balance or spending

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capacity cards to get more information

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on plan Investments and income

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sources this completes a review of ways

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to view plan in life Hub in the next

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video we'll cover ways you can create

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your own

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plans