Navigate to the client profile and click "Open One-Page Plan."

Click the "Financial Purpose" section and add or edit details. 

Be present with what is most important: our children, our family

Review the "Goals" section. Check the box on any completed goals.

Review the "Next Steps" section. Enter any new Next Steps and click "Save."

Click to drag and rearrange goals or next steps. Click the red circular icon to delete a goal or next step. 

In the "Optional Section" you can toggle off any of the additional categories to remove them from the One Page Plan. 

When the report is ready, click "Download Plan"

Download the plan and click "Done" to close. 

Creating a One Page Plan