Financial Planning Spreadsheets Professional Version is a set of financial planning templates that works with Microsoft Office or Excel to produce clear, concise and easy to understand reports for your clients. For the advisor they produce reports and charts with accurate figures and very quick answers. Designed for modular financial planning, or together they can produce a complete financial plan. Use individual reports for retirement planning, or estate planning, or run them all.
A menu system allows you to quickly locate the template you want to use. There are nine categories listing the name of each template report so you can quickly select the report(s) you want to use. Clicking on any title opens the report you want. Sample data for illustration purposes has already been entered into the template. You need only enter the changes you want to make, then print your report.