Laying the Foundation: How to Build Your Baseline Scenario

Holistiplan’s Scenario Analysis empowers you to go beyond compliance, providing proactive, strategic planning that drives better outcomes for your clients. 🚀

This four-minute video shows users how to create a baseline scenario in Scenario Analysis: 

Why Use Holistiplan's Scenario Analysis?

🔮 Plan for the Future: Scenario Analysis allows you to model current and future-year projections, helping clients understand the potential impact of tax strategies over time.

📊 Create a Strong Foundation: Starting with a baseline scenario ensures you’re working with accurate, real-world data. This provides a clear starting point to evaluate the effects of different strategies.

🎯 Evaluate Multiple Strategies: Compare various “what-if” scenarios, such as Roth conversions, charitable contributions, or changes in income, to identify the best course of action for your client’s goals.

💼 Support Data-Driven Decisions: Armed with clear projections, you can present actionable recommendations backed by reliable numbers, giving clients confidence in your advice.

🌟 Deliver Maximum Value: Clients will see the long-term benefits of tax planning strategies when you demonstrate how today’s decisions can positively impact their financial future.