In the PlanPlus Web Advisor™, there are two different types of output a user can request. The first is a report. The second is a document. The following explains the difference between these two types.

Reports

Reports are typically 1 or 2 page items that are created in a non-editable format. Some examples are a Net Worth Statement, or Holding Statement.

Documents

Documents contain multiple pages and are created using Microsoft® Word™. After processing, these documents are editable using normal Microsoft® Word™ functions. The user can add or edit the content to totally personalize their client presentations.

To allow you to preview these various reports and documents, we have created PDF versions that you can preview on screen and even print if you choose.

Many of the files are in Adobe© PDF Look for the PDF icon. These types of files will open in a new browser window.

Don't have Adobe® Acrobat Reader?

Engagement Process

•   Initial Assessment 69 KB

Preparing Reports - Investment Management

•   Investment Policy Statement 142 KB
•   Investment Policy Overview 30 KB
•   Executive Summary for Investment Policy Statement 77 KB
•   Asset Allocation Comparison Report 25 KB

Preparing Reports - Life Planning

•   Integrated Financial Plan 501 KB
•   Personal Financial Strategy 137 KB
•   Executive Summary 52 KB