FinPlan Client Analysis

Client Profile

Client family name

State Filing status

Parent 1 age Parent 2 age

Children Current coverage notes

Parent 1 W-2 / income Parent 2 W-2 / income

Other income Retirement contributions

State tax rate Local tax rate NIIT rate

Auto-filled from the income fields above for the financial-aid worksheet tax capture.

Auto-filled AGI Taxable income Estimated take-home

Tax type	Marginal / rate	Effective	Tax

Paste calculator result

Federal tax result FICA tax result

State tax result Local tax result

Copy the inputs, open the calculator, paste or copy its result, then click Update From Website to fill these fields.

Federal estimate uses 2025 married-filing-jointly brackets and standard deduction. Imported calculator results override the estimate in the report.

Bank savings / CDs Taxable investments

Retirement assets 529 / education funds

Primary home value Primary mortgage

Rental / business equity Student assets

Select a Top 20 school from the reference spreadsheet, open its calculator, then capture 5-6 cases below.

Top 20 university

Reference school University of Pennsylvania

Rank 8 - Philadelphia, PA

Open Calculator

Target school Current COA

First child years to college Second child years to college

Annual COA inflation Years of attendance

School notes / calculator link

Case

Parent income

Parent assets

Net price

Aid

Parent income impact Parent asset impact

Protected cash allowance Income reduction scenario

Asset reposition scenario 529 use / reduction scenario

Advisor notes