Selecting a figure
A figure with something recorded behind it carries a dotted underline. Select it and the Provenance and calculations panel slides in from the right. Hover first for a tooltip: “How this was calculated” where there is math behind it, “Where this figure comes from” where there is only a source. No underline means nothing was recorded, or another control owns the click. Where one you need will not open, the Appendix lists every recorded figure. Tiles in a Key numbers row carry a small source icon, opening a short version with confidence and source rows and a View calculations link to the full panel.What the panel contains
Methodology and Assumptions appear only where Hazel recorded them, and where nothing was recorded the panel says so. View full breakdown, at the top, opens the Appendix.
The three confidence labels
Unknown is a further case: nothing could source the figure at all. Confidence is not printed beside figures in the plan’s prose.
Confirm a fact in the household’s profile, not in the plan: settle it in the profile review queue and rebuild, and the source reads verified next time.
Changing an assumption from the panel
A figure cannot be typed over. Change what produced it instead. An assumption you can change for this plan carries an Edit button: selecting it opens the sentence for rewriting, and Queue change adds it to the recalculation queue. Nothing recalculates yet: the bar at the bottom of the plan counts what is waiting, and Recalculate sends the lot to Hazel in one pass. See Editing a plan directly. An assumption with no Edit button is fixed for this plan. One that will not open says why on hover: “Requires plan recalculation” where the plan cannot be recalculated from where you are reading it, “Past plan versions are read-only” on an earlier version.Auditing the whole plan
Appendix. The last entry in the plan’s left rail. Near the top, Applied settings names the Client persona Hazel matched and the market scenario the projections drew from, then tables of Solver assumptions, Planning assumptions and Market assumptions under Setting / Value / Set by. A footnote says market rows nobody changed follow the scenario’s published values. Below that, a card per figure. Plan settings. The sliders icon in the plan’s top bar when you open a plan from its chat. It shows this plan’s effective Solver assumptions and Market assumptions, each labeled with the layer that set it, and lets you change those that can vary by household. See Solver assumptions.Plan settings and the figure panel share the same dock, so opening one closes the other. The household Financial Planning tab has no sliders icon: select Open chat in its top bar to reach the panel.
Which layer set a setting
In Plan settings, a reset plan-level override reads Inherited until you apply.
Three inputs cannot vary by household: Advisory fee, Terminal heir tax rate and Monte Carlo simulations. They are not in the Plan settings panel, but Applied settings lists all three, marked Firm.
Display rules clients ask about
- Displayed probability of success is capped. Above the ceiling, the figure reads as greater than the ceiling, and a line beneath names the ceiling and says the cap applied. The ceiling starts at 99% and is a firm-level setting, so read that line rather than assuming 99%. At 100% the cap is off and a plan prints a flat 100%.
- A range of outcomes stays a range. Where the plan models market paths, the Range of outcomes chart draws an outer band for the 10th to 90th percentile, an inner band for the 25th to 75th, and a median line. Point a client at the bands, not the median.
Before you present a plan
1
Read Plan orientation
The info button on the plan’s top bar. Its closing Start here bullet names what to resolve with the client first. The panel stamps the version the brief was written for, which can be earlier than the one on screen; with no brief, there is no info button.
2
Check the matched persona
Open the Appendix and read the Persona row at the top of Applied settings. “None” means nothing fitted, so Hazel built on your base template alone. Where it is wrong, do not present the plan: ask Hazel to rebuild against the persona you want, by name. In chat, Edit in the top bar opens that conversation; on the household Financial Planning tab, select Open chat first. There is no persona picker on the plan itself.
3
Open the figures you will lead with
The figure on the plan’s success gauge, one balance-sheet figure and one income figure. Read the methodology and assumptions, and confirm the source rows name something you trust and read verified. A document row names the source, not the date of the figure inside, so open the document yourself where currency matters.
4
Look for unverified sources on anything you will quote
Every figure’s card in the Appendix carries the same Confidence column. Confirm an unverified figure with the client and settle it in the profile, or drop the claim.
Where to go next
- Glossary: the vocabulary on this page.
- Anatomy of a plan.
- Solver assumptions: what each input drives.
- How planning uses the client profile.
- Troubleshooting and FAQ: when a figure looks wrong.