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You are about to build a plan or walk a client through one, so these words need to mean one thing.

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The plan

Plan. The document Hazel builds for a household, which can hold several. Section. A top-level part of a plan, listed under Plan sections. Appendix. The plan’s full detail, reached from the foot of that list. Tab. A section inside another, shown as a tab of Getting there. Block, chip. One thing on the page, and a chip in a design. Plan orientation. A short brief on what this plan concludes and why. Figure. A number kept in sync with the plan’s math. You cannot type over one. Provenance and calculations. The panel behind a figure: sources, methodology, assumptions. Confidence. A column in that panel: Verified, Unverified or Modeled. Lever. A dial you move in the browser; it recalculates figures and saves nothing. Edit. The chat view’s top-bar button, which opens the conversation with Hazel about this plan. Not an editing mode, and the household’s Financial Planning tab has none. Staged changes. Edits made but not saved, counted in a bar at the bottom of the plan. Save. Commits your staged edits as one new version. Recalculate. Sends the staged changes that need the math run again. Discard. Throws staged changes away. Saved versions are untouched. Version. A saved state of the plan. Older ones stay readable, and read only. Regenerate. Rebuilds the plan from the household’s latest information. On the household’s Financial Planning tab only. Status. Ready to review: a version is there to open. Draft in progress: none yet.

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Firm configuration

Base template. Your firm’s default plan. Every Client persona builds on it. Client persona. A client type your firm serves. Hazel matches each household to the closest. Plan design. The card showing a template’s shape, block by block. Design layout. The button that opens the full layout editor. Module. A named piece of planning. Left out means no dedicated treatment of it, never a banned topic. Instructions. Your firm’s guidance, in an ordered list: Hazel instructions on a template, Instructions to Hazel on a block. Strictness. How tightly a layout binds Hazel: Exact, Guided or Flexible. Flexible by default. When it appears. Always, or When it applies. Called When it shows up in the layout editor. Leave out when. The one named condition under which a block may be dropped. Sample data. The layout editor switch that fills a design with a made-up household. Customized. A persona whose layout is its own copy, no longer following the base template. Re-sync from base. Puts that layout back on the base template. A discard, not a merge. Plan settings. The sliders panel in the chat view, for overriding a value on one plan. The household’s Financial Planning tab has none.

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Assumptions

Solver assumptions. The inputs the math runs on: probability, fees and taxes, decumulation strategy. Probability of success. How often a plan works across many modeled market outcomes. Displayed capped at ninety-nine percent unless your firm sets another ceiling. Monte Carlo simulations. How many of those runs, one thousand by default, set firm-wide. Success threshold. The probability a plan is judged against, ninety percent by default. Market assumptions. Return, volatility, inflation and tax figures, in one live set. Market scenario. The Applied settings row naming the set a plan drew on. Planning assumptions. Extra firm figures, a label and a value each, on the base template. Guardrails. Your firm’s never-do rules. A persona can add one, never remove one. Withdrawal guardrails. A different thing: the solver assumption that flexes spending as the portfolio moves. Applied settings. A plan’s effective settings, in its Appendix, tagged Firm, Persona or This plan. Apply and replan. Commits those overrides and recalculates, as a new version. Client disclaimer. Your firm’s footer, rendered as written under every plan and in the PDF.

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Data

Intelligent Client Profile. A household’s lasting facts, from emails, meetings, notes and documents. Financial Plan document readiness. The eight checks on a household’s Financial Planning tab. Seven decide Ready to build. Prepare data. Uploads documents you hold, then drafts a request email for the rest. Clarifying points. The middle build step, where Hazel asks what would move the plan.

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Where to go next