You can turn one change on, see the trade-off, and leave your plan untouched.

Sample plan. One selected change in the proposed plan, with its trade-off.
The change is selected. The trade-off sits with it. The plan itself stays as it is.

Optimizations looks for changes that could improve the plan, such as stopping work sooner, spending differently, or drawing from registered accounts earlier. Each change is scored on its own, with the gain and what you give up.

Turning a change on builds a proposed plan next to the current one. Your active plan stays as it is until you choose to apply the proposal.

  1. 01

    What You Enter

    The plan you have, and the kind of improvement you want to test.

  2. 02

    What The Model Does

    One change at a time, with the trade-off beside the result.

  3. 03

    What You Decide

    Whether to apply that proposal, or leave the plan untouched.

Explorer and Planner

Explorer
Explorer includes the top baseline recommendation.
Planner
Every optimization recommendation, including goals that survive a stress test

Next: Benefits

Optimizations | nomorework