Sample Reports
ESPlanner reports - easy to read and use
- a PDF report, as shown here, showing your inputs, assumptions, recommendations, and plan details
- Excel worksheets showing recommendations and plan details
ESPlanner reports are easy to read and understand. They can be viewed as a PDF
or Excel worksheet.
Reports reflect inputs and assumptions and provide highly detailed recommendations.
Results are presented on an annual basis including specific outputs for each adult member
of the household.
You can create multiple profiles to run different scenarios. The software will save each file
for you to review or adjust.