1. [Home](https://www.g2.com/) 2. ... 3. [Other Finance Software](https://www.g2.com/categories/other-finance) 4. [Naviplan Discussions](https://www.g2.com/products/naviplan/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1df645aaf52ae4d68c5d4e845dfcae95/naviplan.png "Product Avatar Image") ](/products/naviplan/reviews) [ Naviplan ](/products/naviplan/reviews) (7)4.0/5 Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. Show More * * * ### 16.0 Nps Score Already have Naviplan? ### All Naviplan Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 4 years ago More Options - [ # What is goal based planning? ](/discussions/what-is-goal-based-planning) What is goal based planning? [ Other Finance ](https://www.g2.com/tags/other-finance) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.&title=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # How much does NaviPlan cost? ](/discussions/how-much-does-naviplan-cost) How much does NaviPlan cost? [ Other Finance ](https://www.g2.com/tags/other-finance) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.&title=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What does NaviPlan do? ](/discussions/what-does-naviplan-do) What does NaviPlan do? [ Other Finance ](https://www.g2.com/tags/other-finance) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.&title=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Naviplan+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Naviplan+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%0aAsk+Naviplan+questions+and+get+answers+from+expert+users+in+our+Naviplan+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/naviplan/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/a61740dd792e27d97f046ee9832643f8/naviplan.svg "Product Avatar Image") ### Have you used Naviplan before? Answer a few questions to help the Naviplan community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnaviplan%2Fdiscuss%3Fsmall_ask%3Dnaviplan) No