Use Visualize → Goals, Estate, Liquidity, Time Horizon, and Timeline to inspect funding, transfer paths, accessible reserves, investment timing, and upcoming plan events. Each view answers a different planning question and depends on complete source records.

Goals maps household income and account funding to the goals they support. Expand account groups, select a source or goal, and trace assigned balances and planned contributions. Unassigned identifies funding that is not mapped to a goal. Open the goal or account source record to correct assignments.

Estate maps recorded ownership or control, assets and policies, expected transfer methods, beneficiaries or recipients, related documents, and items that need attention. Use the scenario control when present, expand grouped records, and select an item to review ownership, transfer method, beneficiaries, documents, and information source.

The Estate map reflects recorded information only. Expected transfer paths can depend on account registration, beneficiary forms, trust funding, governing law, and current legal documents. Signed documents control.

Liquidity organizes accounts into accessibility rungs and estimates cumulative runway from current spending. Expand a rung to see account, owner, subtype, tax status, and value. The summary also compares ready liquidity with a recorded liquidity goal when one exists.

Runway is a gross estimate based on recorded balances and current spending. Taxes, fees, market changes, credit availability, penalties, and settlement time can reduce actual access.

Time Horizon groups investment accounts into 1–3 Years, 3–5 Years, 5–10 Years, and 10+ Years using each account’s saved time horizon. Accounts without one appear under No time horizon set. Use the view to spot timing mismatches, then edit the account in the source workspace.

Timeline combines goal dates with age-driven planning milestones, including retirement-account, Social Security, Medicare, and required-distribution events when the required birthdays and plan facts are available. Use the person filter to focus on one household member.

Timeline is a planning aid, not a legal or benefits eligibility determination. Confirm rules and client-specific dates with the appropriate professional or agency.

Goals, Estate, and Liquidity have Print this view. Time Horizon and Timeline do not currently have the Visualize print action.