How long does it take to create a projection?
Usually just a few minutes. Enter the key information for a base projection, add the scenarios you want to compare, and instantly see how the numbers change.
Does Catalyst Pro replace comprehensive financial planning software?
No. Think of Catalyst Pro as a focused companion to your existing planning software. It gives you a faster, simpler way to explore tax questions without building or updating a full financial plan.
How can Catalyst Pro support my client relationships?
It gives you another way to show clients that you understand the bigger picture. You can explore their questions together, explain the tradeoffs clearly, and help them feel more confident about their next step.