How do I import a logo in Planning Toolk...
Back to Help You can import your logo so it appears on the Cover Page in Planning Toolkit. 1. Click Cover Page on the Main Menu screen. 1. Click Import in the Image Logo section. 1. Click on the logo file. 2. Click Open. 1. Your logo will appear as shown below. Click the Set Default button to make the logo…
PDF File Not Found in Windows 10
Back to Help If you are using Planning Toolkit with Windows 10 and and get a “File not found” message when you try to open a financial plan in PDF , follow the instructions below: Find the Program Files (x86) folder on your computer’s “C” drive and double-click on it to open it: Find the…
Why can’t I access the spouse̵...
Back to Help Make sure that the Client/Spouse box is checked in the 2. Select Type of Plan section on the Main Menu screen AND make sure that “Married” or “Common-law” is selected as the Marital Status of the Client on the Identificaiton data entry screen of the Personal Data module. Select “client & spouse”…
Merge Files Error When Printing to PDF
Back to Help When you print a plan to PDF in Planning Toolkit, you may get the following error message: To eliminate this error message in Planning Toolkit, do the following: Make sure Planning Toolkit is not open. Locate the Planning Toolkit 9 folder found in the Program Files(x86) folder on your “C” drive. Right…
Why doesn’t Planning Toolkit fill ...
Back to Help Planning Toolkit will only fill up the entire screen for monitor resolution settings of 800 x 600. To open the program in full screen, you need to change your monitor’s resolution to 800 x 600. When you are done using Planning Toolkit in full screen mode, you can change the monitor’s resolution back to…
Using Planning Toolkit on a Network
Back to Help More than one user can share the same Planning Toolkit database over a network. This allows your financial planning team to be more productive. For example, you can have your assistant key in the information for a financial plan at his/her own computer. You can then open the same file from your…
Print or Preview a Plan in PDF
Back to Help 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. 1. Click Export Plan to PDF Files on the Print or Export Financial Plan screen. 2. Click OK. 1. Click OK to save the plan to…
Starting a New Plan
Back to Help 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…
Print Questionnaire in Planning Toolkit
Back to Help 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. 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….
Changing Advisor Information in Planning...
Back to Help 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….
Getting Around Planning Toolkit
Back to Help Here is quick tour of the Main Menu screen in Planning Toolkit. Back to Help
What is Planning Toolkit?
Back to Help 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…
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