Navigating FreshPlan

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FreshPlan Homepage

  1. Calculate – click to open a calculator
  2. Educate – click to open an infographic
  3. Plan – click to create a financial plan (this feature won’t be available until later in 2020)
  4. Clients –  click to open or create a client file
  5. Reports – click to create a report
  6. Favourites – click to open your favourites screen
  7. Username – your name
  8. My Account – click to update your information and print/PDF settings
  9. Client –  the name of the client file you are currently working on
  10. What’s New – this lists the new features and content that have recently been added

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