Once you click on the client?s name, that will bring you to the PLAN LIST for that specific client.

To enter a new plan, click the ADD NEW PLAN (1) link in the top middle of the screen.

To create a condensed version of a plan, click on ADD NEW RETIREMENT QUIZZARD, located directly to the right of the ADD NEW PLAN link (2).

To access a previously created plan, click on the name of the plan under the PLAN LIST (3) tab.

To the right of each plan is a collection of icons. Each icon allows for a specific functionality. "Mouse-over" each icon for a label of the icon (4).