
For a functional description of VeriPlan's fully integrated financial calculators and investment calculators for financial planning, debt management, and retirement planning, see: "The VeriPlan Overview."
To help you to learn what VeriPlan could do for you, we provide for free downloading, the 'Sue and Sam Saver' VeriPlan tutorial file. This 'Sue and Sam Tutorial' is built upon the full function version of VeriPlan. This tutorial is not user changeable (except for the investment portfolio cost control), so that the tutorial data and tutorial commentary by Sue and Sam will remain consistent with each other. Overlaid on the worksheets of this tutorial are a series of rose-colored tutorial commentary boxes, in which Sue and Sam discuss VeriPlan's features and their projection. When you use this tutorial, you can move to any worksheet in any order that you wish. This tutorial still lets you see everything that VeriPlan could do for you.
Sue and Sam are a typical, successful professional couple, 29 and 31 years old, with two young children whom they intend to send to college. Currently they rent their residence, but they plan to buy a home with a mortgage in three years. One of them works for salary and the other has a profitable early stage small business. They have acquired both debts and financial assets. They have chosen to purchase investments through and be advised by a full-service broker, and they pay investment costs that are typical of such a relationship. They also own an inherited rental property.
YOUR MICROSOFT EXCEL VERSION MUST BE 2002 OR LATER. To check your version of Microsoft Excel, open Excel and click “Help” and then “About Microsoft Excel.” Once you have downloaded this tutorial, it will run in a standalone configuration. Internet connectivity will augment the information available to you, but Internet connectivity is not required, whenever you run VeriPlan.
Consider this file size, when you open and save this VeriPlan tutorial on your PC. VeriPlan's large file size enables both high performance and extensive capabilities. When VeriPlan develops projections for you, response time to user changes is virtually instantaneous. If you decide to purchase the unrestricted VeriPlan software product, it will be shipped to you with a variety of files on a standard CD.
WE RECOMMEND THAT YOU FIRST DOWNLOAD AND SAVE THIS FREE VERIPLAN TUTORIAL FILE ON YOUR LOCAL MACHINE, AND THEN OPEN IT USING THE "FILE OPEN" COMMAND WITHIN EXCEL.
When you download this file, you agree that
this file and downloading process is provided "as is" without any
warranty either expressed or implied. For more information, see this website's Terms of Use. When you download any free or paid version of VeriPlan, you also agree
that you not provide or otherwise retransmit any copy of the file that
you have downloaded to any other person or entity by any means.