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General Topics

Introduction to MasterPlan Financial Software

Designed for Professionals, by Professionals  Comprehensive and Integrated  Well-Balanced and Focused  Motivate Your Clients

Speed & Flexibility

We Do It All -- Quickly!  MasterPlan Adjusts to Fit Your Practice  MasterPlan Adjusts to Fit Your Style... and Your Clients' Situation

Support & Training

MasterPlan Is Designed to Be Intuitive  You Can Begin a Close Working Relationship with Our Support Team  Initial Purchase Includes Your Support and Updates for 6 Months  Learn the Ins-and-Outs of MasterPlan From the Experts!

Planning Power

What If You Need to Provide for an Unusual Transaction or Event?  MasterPlan Has Raised What-If Calculations to an Art Form  You Project Until Retirement and Frequently All the Way to Life Expectancy

Client Management  Graphs  Client Data Forms  What Our Users Say  Technical Specifications

Areas of Analysis

Retirement Needs Analysis

Do You Have Clients Just on the Verge of Retiring?  Is There a Shortage?  Are Your Clients Young Enough to Plan in Detail for Those Golden Years?

Education Needs Analysis

Real Estate Handling

Rental Properties  Residential Properties  Should Your Clients Refinance One or More Loans?

Capital Needs Analysis  Disability Needs Analysis  Estate & Trust Planning  Tax Planning  Cash Flow Analysis  Asset Allocation  Budgeting  "What-If" Calculations  Business Valuation

Reports

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Reports in PDF format

Collection of Reports  MasterPlan Sample Plan  Financial Projection Summary  Financial Projection Detailed  Financial Projection Analysis  Monthly Cash Flow Statement  Education Expense Analysis  Residential Property Analysis  Rental Property Analysis  Business Valuation Analysis  Statement of Financial Condition  Schedules To Statement of Financial Condition  Analysis of Financial Condition  Investment Performance Summary  Present Asset Allocation  Capital Needs Analysis  Disability Needs Analysis  Property Ownership And Probate Estate  Estimated Federal Estate Tax  Cost And Liquidity Situation  Estate Planning Analysis  Retirement Planning Summary  Proposed Retirement Summay  Retirement Needs Analysis  Personal Action Plan  Residential Property Analysis  Refinance Analysis  Five-Year Planning Summary  Twenty-Year Planning Summary  Proposed Plan Effects  Proposed Financial Projection  Proposed Asset Allocation

Flexible Presentation  Graphs  Text Reports  Detailed Reports  Short & Simple Reports

Brochure

MasterPlan Electronic Brochure  Download the Brochure in .zip format

Preview

Sample Screens from MasterPlan Financial Software

 Support

MasterPlan Technical Support  On-line Manual  On-line Tutorial  Frequently Asked Questions

Supplementary Files

MasterPlan Help File  MasterPlan Tutorial File  MasterPlan Manual File  Sample Plan  Collection of Reports  MasterPlan Fact Finders

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