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Platform / Plans

Make room for “what if?”

Built around Canadian tax guidelines, Hanna brings goals, income needs and assumptions into a clearer planning conversation. Verifiable mathematics helps you check the figures behind each scenario.

See Plans in action
  1. 01Goals & circumstances
  2. 02Scenarios
  3. 03Client conversation
Plans

Keep the useful
context close.

  • Explore retirement goals and income projections
  • Compare assumptions and scenarios
  • Prepare a plan for your review and client conversation

“What could a different retirement date mean?”

Review the plan’s assumptions and projections together. Scenarios illustrate possibilities; they are not promises.
Retirement planning workspace · synthetic demo data

Keep the work connected.

CRMHanna Docs & FilesDealer Intelligence
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action