Menu Item Contents Description
describing the contents of Report Services Pages and explaining
the rationale (the "Why") of Report Services.
Fact Finders, Sample Reports and Order-Form/Invoices for Report
Services, individually and as zipped collections.
of and general information about the nature of Report Services,
the reasons to use it, and suggestions on how to combine the service
with ownership of MasterPlan.
Step by step
instructions on how to use Report Services.
At any time in the process, you may email
MasterPlan Financial Software at firstname.lastname@example.org,
fax us at (707) 222-6040, or call us at (800) 229-5080 or (707) 451-8985.
1. Click on
Report Services Downloads
This page contains downloadable fact
finders and sample reports in Microsoft Word format, order form/invoice
files in Microsoft Excel format, and the List of Available Graphs in
Microsoft Excel format.
2. Download the fact finders corresponding
to reports that you want us to produce for your client.
These fact finders are in three groups:
(1) those that correspond on a one-to-one basis to the Stand-Alone Worksheet
Reports; (2) those additional fact finders that correspond to the Present
Baseline Reports. They can be combined with those fact finders from
the stand-alone fact finders as needed (such as the personal residence
form, the rental property form, etc.); and (3) the additional fact finders
for the Proposed What-If Reports. You probably will be the one to fill
out this last group of fact finders.
3. Download the appropriate Order Form/Invoice
and fill it out.
If this is your first order, also download
the List of Available Graphs so you can tell us which graphs you want.
4. Give the fact finders to your clients.
They can either fill them out by hand
or type into them. Or you can fill them out as you interview your client.
5. Send us the completed fact finders,
order form/invoice, and your MasterPlan database.
Fact Finders: You can
email them to email@example.com or you can fax them to (707) 222-6040,
however email is by far the best way!
You can email or fax this to us. Be sure to tell us which graphs you
want from the List of Available Graphs by entering the number or letter
for the graph for each report.
If you have never used MasterPlan before, we will create the database
for you and email it back to you with the completed reports. Thereafter,
the next time you order reports, you will email the database back to
us so that all your client information is in one database.
6. We'll do the work and email you back
the completed reports and your MasterPlan database.
We may need to call you for more clarification,
so be sure to include your day-time phone number so that we can actually
talk to you and not just to your voice mail.
Maybe you want to add a note. Maybe you
want to delete a graph that we included. Put in an additional page break.
No problem! The file is in Microsoft Word, so you can make any changes
If you want us to alter the reports, email
or fax the changes that need to be made. Or you can call us.
Remember, all your clients and their data
will be kept in a separate MasterPlan database that belongs just to you
and your company. We will email this database back and forth, and we will
not keep a copy of it.
For the stand-alone reports, you can pay
by report. The charge for each report includes 2 additional re-runs. For
example, you might want us to run a Retirement Report with the clients
living on $5,000 a month and then again at $8,000 a month. Or, after we
deliver the report, you may see that your client forgot to tell us something,
and you want us to re-do the report with the additional information.
The stand-alone reports include: Business
Valuation, Capital Needs (Life Insurance), Disability Needs, Education
Expense, Estate Planning, Personal Residential Property (optionally with
a refinance), Rental Property (optionally with a refinance), and Retirement
For the stand-alone reports, you can also
pay by the hour. But for the other reports, you must pay on an hourly
basis. We are charging by the hour on these, because the data entry process
can be as detailed or as sketchy as you wish.
Additional Present Baseline and/or the
Proposed What-If Reports: Asset Allocation as of Dec 31st of the Second
Year, Balance Sheet (Financial Condition Statement), Budget Cash Flow
Statement for the Current Year, Financial Projection Detailed or Summary
Reports, Present Financial Projection Text Analysis for the First Year
Only, and the Retirement Summary (from the detailed projections).
Portfolio Listings: Line Item Listing
of Assets and Liabilities (no charge), Investment Performance Summary,
Asset Allocation as of the Current Projection Date, and List of Insurance
Additional Proposed What-If Reports: Personal
Client Action Plan, Purchase of a new Home (What-If Residential Property
Analysis), Purchase of a new Rental (What-If Rental Property Analysis),
Multi-Year Planning Summary, and Plan Effects (Cash Flow and Taxes).