How to Use the Worksheet - Financial Planning Checklist

How to Use the Worksheet - Financial Planning Checklist

Add the Worksheet to the Contact

  1. Go to the Worksheets tab of the Contact you want to have a Financial Planning Checklist.
  2. Click add and select Financial Planning Checklist.
  3. Click OK on the new screen that opened.

Open and Use the Worksheet

  1. Click the description “Financial Planning Checklist” in the worksheet tab of the Contact.

  Note:

  • You do not need to complete the worksheet in one go.
  • Whenever you need to, click save at the bottom of the worksheet and return to the Contact record.
  • Once saved, you can return as often as you need to in order to continue filling it out.
  1. Fill in the General Planning section.
  2. Fill in the Specific Investments section.
  3. Fill in the Insurance section.
  4. Fill in the Other Plans Section.
  5. Click Submit only when the worksheet is finished.

  Warning:

  • Once you click Submit, you will no longer be able to add anything to the worksheet and will need to start another one.

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