Understanding Timelineapp’s Output: A Guide for Advised Clients

It’s one thing to build a robust retirement plan for clients. Presenting the plan in a way that is meaningful and impactful to the client is quite another matter entirely.

Most people build retirement assets through various investment sources without really knowing how much they need to save, let alone how much income to expect in retirement. And there are a whole range of factors to account for including the risk of;

  • poor sequence of returns
  • outliving one’s savings
  • how inflation might diminish the spending power of income over time

This is often why they seek financial advice in the first place. So, as an adviser, you’ve gone to great lengths to build a robust plan that accounts for these factors. You’ve invested in best of breed retirement planning technology, the only one of its kind to apply 100+ years of empirical data to test hundreds of real-world scenarios, and created a withdrawal strategy that is designed to survive the good and the bad times. You’ve also accounted for the impact of taxes, as well as longevity risk.

But just because the plan is comprehensive and rigorous, doesn’t mean the client understands it. The output must be elegant, simple and easy for the end client to understand.

This handy guide helps you explain the key outputs in a language that clients can understand and engage with. The guide is designed to help financial planners using Timelineapp to aid their client’s understanding of the unique method in building and tracking robust retirement plans where the money outlives the people.

Download our guide here

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.

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