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Subject: TEN STEPS TO SUCCESS WITH VERIPLAN
by The Skilled Investor on May/16/2007 15:03:37

TEN STEPS TO SUCCESS WITH VERIPLAN

1) Read all of the red-tabbed "READ ME FIRST" worksheet
2) Read and agree to the license agreement on the red-tabbed "TERMS OF USE" worksheet
3) Read VeriPlan's financial viewpoint on the red-tabbed "VIEWPOINTS" worksheet
4) Load and review the 'Sue and Sam Tutorial' file from the VeriPlan CD
5) Experiment with the unlocked tutorial file on the CD -- a live version of VeriPlan with tutorial settings
6) Start with an empty version of VeriPlan and load your personal data into the User Profile worksheets
7) Select your initial settings on the orange-tabbed 'Tools' worksheets
8) Generate as many projections as you wish and converge on your preferred settings and projection for your future
9) Make real life adjustments to you financial behaviors, portfolio, etc. that will put your planning intentions into effect
10) Monitor your progress periodically, update your data in VeriPlan, and analyze financial decisions as new situations require

© Copyright 2005 to 2008 - Lawrence Russell and Company, All rights reserved worldwide. The particular year of the copyright will depend upon the year of first publication. "The Skilled Investor", "Skilled Investor", "Fund Authority Score," "VeriPlan", "Personal Finance Software for Your Lifetime", "Do-It-Yourself Financial Planning", and "Your Personal Financial Lifecycle Planner" are trademarks of Lawrence Russell and Company. All other trademarks and service marks are the properties of their respective owners. DISCLAIMER: This information is solely for your personal household finance purposes and is subject to the Terms of Use. It does not constitute financial, investment, or retirement planning advice. It is not a solicitation or offer to sell advisory services in any jurisdiction. You should seek professional advice, if you need help with budgeting, savings, investing, asset allocation, or asset management, including help in analyzing calculator returns, discounted cash flow, compound interest growth, return on investment, net present value, future values, net worth, or any other output of our calculators.

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