Starting a New Plan

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How to Start a New Financial 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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Enter information into the Retirement module and continue to the next module.

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