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You are going to walk a client through one long document, so you need to know what each part does and which controls you get where.

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The navigation rail

Above the section list, the rail carries the plan’s name, the household with its members, and the date the plan was written. Selecting a section scrolls to it and expands it. Appendix sits apart below the list.

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The five default sections

Your firm can change this shape in Plan design, and each Client persona can carry one of its own, so a plan may not have all five sections.

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Getting there and its tabs

Most of the plan lives here, usually leading with Your priorities: one card per priority Hazel ranked for this household. Select a card and its detail opens underneath: the recommendation, the figures behind it, and the dials that move it. The tabs after that come from the modules your firm has enabled: Cash flow, Retirement and Insurance out of the box, with Investments and Estate plan once your firm adds them. See Modules.

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The top bar

On the left: the plan’s title, the version you are reading, and an N unsaved badge whenever you have staged work. The controls on the right depend on where the plan is open, in Ask Hazel or on a household’s Financial Planning tab. The Financial Planning tab also carries the control that mutes the chime when a build finishes.

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Inside the document

Blocks. Every part of a section is a block: a narrative, key numbers, a chart, a table, a lever panel. Your firm’s layout decides which appear and in what order. See How Hazel visualizes data. Figures. A dotted underline means a source is recorded behind the figure: select it for where the number came from, how it was calculated, and the assumptions it rests on. Figures without it do not open. A figure inside a sentence is locked, with the tooltip “Kept in sync with the plan”: change the number by changing the assumption behind it. See Where numbers come from. Editing text in place. Hover the plan’s prose for a pencil at its top right: click it, type, then click away to stage the edit. See Editing a plan directly. Levers. Dials you can move in front of a client. Figures tied to a lever move as you drag it, but nothing is stored and no version is created. Dragging goal cards. Goal order changes nothing the plan calculates, so a drag stages as an edit for Save to commit. Where order does feed the numbers the grip is grayed out, so ask in chat, and a dial that needs Hazel to re-solve the plan renders no control at all. See Levers and scenarios. Recommendations. Approve and Ignore record your decision on the card and in the Decisions log straight away, and stage it to save with the rest of your changes. Questions Hazel asks you. A new plan may carry a card with up to three assumptions Hazel had to make, each with a line saying what the answer changes. Looks right accepts the figure as it stands; change it and the button becomes Use this, which queues a recalculation. Where Hazel had nothing to go on the box reads Unknown, and Looks right stays grayed out until you type an answer. The Appendix. The plan’s full detail on one page: an Applied settings table naming every planning setting this version was built with, its value and the layer that set it, then one card per figure with its sources, arithmetic and assumptions. The disclaimer. Your firm’s client-facing footer, rendered at the bottom of the plan as written and carried into the PDF. Until someone at your firm writes one, nothing renders there.

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The plan settings panel

The sliders icon in Ask Hazel opens it, and the household Financial Planning tab has no such control. The panel shares the right edge with a figure’s detail panel, so opening one closes the other. Every row shows a value and a chip for the layer that set it: Firm, the persona by name, or This plan. Reset a saved override and the chip reads Inherited until the next recalculation settles whether the persona or the firm value takes over. A market row reads Firm at once, since a persona never carries market rows. Under Solver assumptions you can change the success threshold, the reserve length and the Roth conversion strategy; under Market assumptions, the scenario this plan’s projections draw from plus any rows your firm has adjusted. Apply and replan commits your overrides, Discard changes in the same footer drops them, and the commit arrives as a visible turn in the plan’s chat. See Solver assumptions for the fields and their ranges.

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The staging bar

Stage anything and a bar appears at the bottom of the plan, in both views, listing what is queued and offering Save, Recalculate and Discard. Nothing is saved until you press Save, and staged work does not survive a reload. See Editing a plan directly.

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Feedback

In Ask Hazel, thumbs-down opens a short form: pick what went wrong, add the detail. Each version takes one vote and it cannot be changed, so cast it on the version you reviewed. Feedback goes to Hazel’s team, not into how your firm’s plans get built; for that, edit your base template or a persona’s instructions. See Instructions.

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Where to go next