Which statement best describes the Plan Metric on Foundational Planning?

Which statement best describes the Plan Metric on Foundational Planning?

• A. focuses on a single goal
• B. takes into account all goals within the client's cash flow projection
• C. ignores cash flow and only looks at assets
• D. calculates returns by year

Answer: (B)

At its essence, Foundational Planning’s Plan Metric looks at how every goal in a client’s plan fits into the overall cash flow. It provides an integrated view that shows whether the projected income, expenses, and investment growth can fund all the goals together, across time, rather than evaluating goals in isolation.

That’s why the statement stating it takes into account all goals within the client’s cash flow projection is the best fit. It captures the idea that planning is about multiple objectives sharing resources over the years.

The other ideas don’t align with this approach: focusing on a single goal ignores the broader, coordinated plan; ignoring cash flow and only looking at assets misses the dynamic funding needs across time; and calculating returns by year is about investment performance, not about whether the whole set of goals can be funded within the projected cash flow.