Quick Start
What is FreshPlan?
What’s the difference between FreshPlan and Concept/Planning Toolkit?
Navigating FreshPlan
Find a Calculator
Find an Infographic
My Account (settings)
Using FreshPlan
Create a New Plan Using a Template (Video)
Find a Calculator
Using Scenarios
Find an Infographic
Using Search
Using Favourites
Create a New Client
Create a Report (Video)
Create a Report with Calculators and Infographics
Create a Report Template
Create a Report Using a Master Template
Including Supporting Tables (Retirement Planner) in Report PDFs
Adding Supporting Tables to your Retirement Planner (Video)
Fillable PDF Forms
Use these forms to help collect client information. Email them to clients to complete and save digitally, or PDFs may be printed and completed by hand. Either way, you’ll have all the client details needed to complete your financial plans.
Net Worth Plan
Retirement Planning
Cash Flow
Net Worth Short
Clearing Your Cache
To make sure you are using the most recent version of FreshPlan, you should clear your browser’s cache.
How to Clear Cache in Chrome
How to Clear Cache in Edge