This is the latest version of the messages that you get when you click in a data entry filed and press the F1 (Help) key. This file goes in the help folder named in your preferences folder (Database | Preferences | Folders).

This is a self-extracting WinZipped file. Unless you change the destination, it will unzip to C:\Program Files\MPWin\Help.

This is the latest version of the Tutorial.

This is a self-extracting WinZipped file. Unless you change the destination, it will unzip to C:\Program Files\MPWin\Help.

This is the latest version of the on-line Manual.

This is a self-extracting WinZipped file. Unless you change the destination, it will unzip to C:\Program Files\MPWin\Help.

Our most current Electronic Brochure, available as a .zip file for off-line viewing.

This file is in a compressed format. WinZip, or a compatible program, is required to open it. If you do not own the program WinZip, we recommend that you visit www.winzip.com and purchase a copy. See FAQs, "What if I don't have WinZip?"

A complete financial plan, including many, but not all, of our reports. In Adobe Acrobat format.

If you do not have Acrobat Reader, get your free copy here.

The same report as above, but in a self-extracting WinZip file you can save to your computer.

A collection of various reports, included in our sample plan, but each in its own file.

This is a self-extracting WinZipped file. You do not need any specific software to open this archive.

Fact Finders are various questionnaires and forms designed to be given to clients to help the financial planner gather information about them To download a list of very detailed fact finders, click on the link to the left.

This is a self-extracting WinZipped file. Unless you change the destination, it will unzip to C:\My Documents\MP-FactFinders.

Click on the link to the left to download the fact finders that are condensed into 3 shorter files: Personal Information, Insurance Policies, and Quick Worksheet.

These fact finders were created a couple of years ago

Click on the link to the left to jump to the Report Services Downloads page.

This page contains the fact finders designed for Report Services but they will be useful to any MasterPlan user. We have added a touch of color and some graphics. These fact finders are grouped into categories explained on this page.