Print or Preview a Plan in PDF

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After creating and entering the data for a new plan for Jen & Sam Answorthy, here is how to print or 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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