Help – Planning Toolkit

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 […]

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 […]

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 […]