LivePlan

New User Guide

• Regular review in LivePlan: Why should you do it?

Just the basics

• Getting Started Guide
• Creating and managing companies
• Managing your account
• Quick Answers
• LivePlan for advisors, consultants, and educators

Writing about your business

• Writing your business plan
• Creating your pitch

Understanding the numbers

• Industry Data
• Preparing your forecast
• Tracking actuals on the Dashboard

Sharing your ideas

• Downloading and printing
• Collaborating with others