Listed below are just some of the documents that are available within each level of PlanPlus Planit. A generic sample has been provided for those documents that can be accessed from several PlanPlus Planit Levels. Notations have been included in the document so that you know what features are included in a specific level.

Community Edition documents are available in PDF format only, while the majority of Professional Levels documents are available in editable word format.

For website viewing purposes, all sample documents have been posted in PDF format.

Community Edition
• Retirement Goal Calculator (Average Tax)
• Debt Consolidation Calculator
• Investment Policy Statement

Professional Level 1
• Retirement Goal Calculator (Full Tax)
• Debt Consolidation Calculator
• Investment Policy Statement
• Asset Allocation Comparison Report

Professional Level 2
• Retirement Goal Calculator (Full Tax)
• Debt Consolidation Calculator
• Investment Policy Statement
• Asset Allocation Comparison Report
• Personal Financial Strategy
• Estate Analysis
• Long Term Cash Flow
• Progress Review

Professional Level 3
• Retirement Goal Calculator (Full Tax)
• Debt Consolidation Calculator
• Investment Policy Statement
• Asset Allocation Comparison Report
• Personal Financial Strategy
• Estate Analysis
• Integrated Financial Plan
• Long Term Cash Flow
• Progress Review

Morningstar
• Investment Policy Statement
• Fund Fact Sheet (Single Product)
• Fund Fact Sheet (Consolidated with Multiple Products)

Advanced Investment Planning Option
• Implementation Strategy
• Investment Policy Statement

FinaMetrica
• Investment Policy Statement (FinaMetrica Risk Profile)