PERSONAL FINANCIAL PLANNING

Good morning, Profile

Complete the facts first. Then compare transparent scenarios.

Saved locally
Planning model — not personal financial advice. Tax and pension calculations are still simplified. Verify source data and rules before making a decision.
OVERVIEW

Your financial picture

Values update as you edit
NEXT SESSION

Documents to collect

PROFILE'S DATA

Facts and financial position

Unknown amounts stay visibly incomplete until entered.

CURRENT KNOWLEDGE

Known, assumed, and missing

PROFILE

Personal and current position

PENSIONS

Pension providers

SOURCE DATA

Ten-year income and pension history

Edit cells directly from tax returns and UPO statements.

BRONREGISTER ·

Officiële bronnen en claimcontrole

Een test controleert bereikbaarheid én vaste inhoudsclaims. Een afwijking wijzigt nooit automatisch een regel.

Waarom dit wenselijk is: een werkende link bewijst niet dat de inhoud gelijk is gebleven. De controle zoekt daarom per bron naar vooraf vastgelegde bedragen en termen; iedere afwijking vereist menselijke review.
BUSINESS RULES

Evidence and calculation rules

Draft rules remain editable. Versioned executable rules are locked and change only through reviewed code and tests.

SETTINGS DATA REGISTER

Data fields that rules require

Stable field IDs connect Linda's inputs to rules. “Required by” is calculated from those connections.

RULE COVERAGE

How the world works

FUTURE BASELINE

Projection timeline

Illustrative values driven by the selected scenario.

SCENARIOS

Change the future

Stress-test choices; assumptions are not forecasts.

RESULTS

Scenario comparison

Use these outputs to ask better questions, not as final advice.

NEW EVIDENCE ITEM

Add business rule