TEN STEPS TO SUCCESS WITH VERIPLAN |
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Webmaster
 
Joined:
2005/7/6 23:10 Posts:
522
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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
Posted on: 2007/5/16 15:03
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