Show the future in today’s decisions

Retirement projections should connect to everyday behaviour. If the graph does not point to a concrete weekly action, it becomes wallpaper.

  • Show current path, modest change and stretch change.
  • Use plain-English assumptions.
  • Let the client see progress as fields are completed.

Make confidence visual

A client should be able to tell in seconds whether the plan is getting clearer: more facts complete, fewer gaps, and a better long-term projection.

  • Use completion rings and traffic-light cards.
  • Turn missing fields into next actions.
  • Keep adviser-only value separate from client-facing motivation.