Planning Toolkit Help


What is Planning Toolkit?
  • Planning Toolkit is a needs analysis financial planning software package with twelve integrated planning modules.
  • A fact finder questionnaire allows you to gather and enter data once. All information distributes into each integrated module.
  • It is easy to use and allows advisors to complete a full financial plan in 30-45 minutes.
  • Plans can be as short as 1 module (single need) or 12 modules (full plan).

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What’s the difference between Concept and Planning Toolkit?

  • Concept Toolkit is a quick calculator and concept illustration tool to complement your existing planning software.
  • Planning Toolkit is a comprehensive financial planning software tool that lets you create full financial plans for clients quickly and easily.

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Main Menu Screen
  • Here is quick tour of the Main Menu screen in Planning Toolkit.

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Changing Advisor Information
  • You can change the Advisor Name, Title and Company in Planning Toolkit. Not all information can be changed, depending on your software license.
    • If you have an individual software license, you can change your Title and Company but not your Name.
    • If you have a corporate site license, you can change your Name and Title but not your Company.

1. Click Settings on the Main Menu screen.

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1. Change the information in the Advisor Name, Advisor Title and Company Name fields.
2. Click Done to close the Settings window.

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Starting a New Plan

 

  • Click Create /Open Client on the Main Menu screen to open the Clients window.
  • Click NEW at the bottom of the Clients window, type in the client’s name and then click Done.
    • The name of the client file you created will appear in the top right corner of the Main Menu screen.
  • Check Client only or Client & spouse in the Select type of Plan section
  • Select the modules and concepts you want to include in your plan by checking the boxes next to each module name.
    • The only required module is Personal Data, all other modules are optional.
  • Click Start Plan to open the Personal Data module.
    • Enter the Client’s First Name, Last Name, Birthdate and Marital Status. This is the only required information for each plan. The other personal information is optional.
    • The Spouse’s field will be dimmed/inactive if you haven’t selected a Marital Status for the Client or if Select type of plan on the Main Menu screen is set at “Client only”. It must be set to “Client & Spouse” to activate the Spouse’s fields.
  • Click Next to go to the next module in your plan and enter your information.
  • Keep clicking Next until you have completing entering information for all of the modules in your plan.
  • To jump ahead or back to any module, click Menu to return to the Main Menu screen and then click on the name of the module you want to go to.

 

1. Click Create /Open Client on the Main Menu screen to open the Clients window.

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1. Click NEW at the bottom of the Clients window.

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1. Type in the name of file that you want the client’s data saved to.
2. Click Done to close the New Client window.

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  1. The name of the client file (Answorthy, Jen and Sam) you created will appear in the top right corner of the Main Menu screen.
  2. Check client & spouse in the Select type of Plan section
  3. Select the modules and concepts you want to include in your plan by checking the boxes next to each module name. The only required module is Personal Data, all other modules are optional.

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1. Click on Personal Data or Start Plan to open this module.

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  • Enter the Client’s First Name, Last Name, Birthdate and Marital Status. This is the only required information for each plan. The other personal information is optional.
  • The Spouse’s field will be dimmed/inactive if you haven’t selected a Marital Status for the Client or if Select type of plan on the Main Menu screen is set at “Client only”. It must be set to “Client & Spouse” to activate the Spouse’s fields.

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1. Enter the Spouse’s First Name, Last Name, Birthdate and Marital Status.
2. Click Next to go to the Cover Page, the next module in your plan.

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1. Click Yes to save your changes.

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1. Enter a title for the Cover page.
2. Enter a date.
3. Click Next to go to the  Disclaimer, the next module in your plan.

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1. Make any changes to the Disclaimer and then click Next to go the next module in your plan. Continue entering data and clicking Next until you are done.
2. To jump ahead or back to any module, click Menu to return to the Main Menu screen.

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1. To jump to the Retirement module, click Retirement.

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Preview a Plan in PDF
  • After creating and entering the data for a new plan for Jen & Sam Answorthy, here is how to preview it in PDF:

1.  Click Print Plan on the Main Menu screen.
2. Click Print on the Print Plan screen.

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1.  Click Export Plan to PDF Files on the Print or Export Financial Plan screen.
2. Click OK.

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1.  Click OK to save the plan to the default location. You don’t need to change this location.

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1.  The program will “whirr” away for about a minute as it generates a PDF copy of the plan. Once it’s done, click OK .

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1.  Click Close on the Print or Export Financial Plan screen.

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1. Click Preview PDF on the Print Plan screen.

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1. Double click on the name of the folder for the client plan you just created.

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1. Click on the PDF file name.
2. Click Open to view the PDF copy of the plan.

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Print a Blank Questionnaire
  • Here is how to create a Questionnaire in PDF to collect information for a financial plan.

1. Click Print Forms on the Main Menu screen.

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1. Select the forms you want by checking the box next to each form.
2. Click Merge to create a PDF file.

Note: Clicking Print will print the forms instead of creating a PDF. You need to have Microsoft Word installed on your PC for the Print option.

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1. Type in the name for the PDF file name.
2. Click Save

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1. Click OK.
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1. Click Close.
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1. Find this folder on your computer: C:\Program Files (x86)\Planning Toolkit 9\Blank Form Merge Files
2. Open the Blank Form Merge Files folder and select the PDF file to print or email as an attachment.
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