FIRST PRIORITY
Enter data →Planning model — not personal financial advice. Tax and pension calculations are still simplified. Verify source data and rules before making a decision.
OVERVIEW
Values update as you editYour financial picture
NEXT SESSION
Documents to collect
LINDA'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.
BUSINESS RULES
Evidence and calculation rules
Edit every field. “Verified” should only mean checked against a primary source.
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.