MasterPlan is a comprehensive and integrated financial planning software package. With MasterPlan, you can enter everything that a client owns, owes, earns, and spends. You can then create various reports (including graphs) that will make a projection based on the information you have entered for up to 99 years or to client life expectancy.
For some clients, you may want to summarize that information very quickly and generate one or two stand-alone reports.
For some clients, you may want to enter partial information.
For other clients, you may need to enter excruciating detail.
With MasterPlan, you can be as sketchy or as detailed as you want to be.
This lesson tells you how to begin using MasterPlan for the first time, and how to print some basic reports. First, be sure to follow the instructions for installing MasterPlan, so that MasterPlan is properly installed on your computer.
In this section, we will show you how to print some reports with the sample clients, John and Mary Demo. In the next lesson, we will show you how to enter a new client and data.
Note: If you have any questions or problems with this tutorial, be sure to call for help. We are always happy to be of assistance. Phone: (800) 229-5080.
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