• Open the program to a blank plan. On the first page you'll find a quick introduction to the program. To navigate through the program simply click on the "Continue" and "Go Back" buttons at the bottom of the screen. The buttons on the left will take you to the first page of the various sections.
• On the second page (see the box on the right), you will fill in basic information about yourself and select a personality type. If you don't know your personality type, the program includes a quick and simple test to find out.
• Select "Continue" at the bottom of the page and move through the program, filling in your values, long-term goals, five-year vision and mission statement. Help is always a click away through the "Help" buttons on every page.
• The goal setting part of the program is divided into three basic sections: financial planning, career planning and personal life planning.
• The first of these sections is the financial planning section where you can use tools such as the Net Worth Worksheet, the Monthly Income Worksheet, Retirement Calculator and Child College Calculator to assess your financial condition.
• Then continue to through the section to create goals, strategies and task lists for each of the areas of your financial life including savings, retirement, debt and more.
• Find tools throughout including Asset Allocation Worksheet, Debt Reduction Worksheet, Insurance Worksheet and much more.
• When you've finished your financial plan, you can print a complete financial summary with the click of a mouse..
• The career section provides a space to brainstorm about your career and a place to store, edit and print your resume. It also includes a Career Options tool to help you sort through your options and choose the best one for you..
• Continue through the career section to create goals, strategies and task lists for each possible career goal in the coming five years, including "Find a New Job," "Start or Build Your Own Business" and more.
• The rest of the goal setting part of the program allows you to create goals, strategies and task lists for areas such as relationships, community, spirituality, health and more.
• Every page contains a Help button to give you quick access to help and a "Guidance" button to give you quick access to your values, long-term goals and mission statement to make sure all your goals support your overall values. In the guidance box, you will also find valuable guidance on each section based on your personality type.

• Clicking on Tools/Life Plan Pad, or the little notepad icon on the toolbar, will give you Life Plan Pad. Life Plan Writer automatically combines all the information on all the pages and formats it for you.
• Life Plan Pad is a fully functioning word processor with advanced editing features, like font, font size, color, bold, italics, underline and a lot more.
• You can print your five-year plan from Life Plan Pad or save it as a Rich Text Format file (.rtf), which can be read by any word processing program for further editing.

• The Final To Do list page is where you can build a custom task list based on the other tasks throughout the program. This gives you a place to create a list and either print the list or export it to Outlook, Excel or other program by saving it as a .csv or .txt file. You can also export your list directly to Outlook Tasks or Outlook Calendar. Just open Outlook click the export button and the tasks are automatically transferred to Outlook.
• As with the other pages, help is always a click away.

• The last page of the program provides a handy calendar to keep you on schedule and prepared for upcoming task due dates. Move easily up and down through the months. You can switch between a monthly view and weekly. Also print a weekly plan to take with you and check off tasks as you complete them.

• Color coded tasks - It's now easier than ever to see which tasks are a priority, which you have in progress and which you've completed with easy-to-see color coding.
• Recurring tasks - now you can set recurring tasks on a weekly or monthly basis.
• Task Tracker allows you to see how many tasks you have for each section of the life plan and shows you with progress bars and percentages how far you've come with each set of goals. This makes it easy to see where you need to focus to keep a balanced life.
• Currency options now include Dollars, British Pounds and Euros for international markets.

• Windows 98/ME/NT/2000/XP
  
• At least 32MB RAM
  
• 5MB free hard disk space
• 800x600 or better monitor resolution
  

This is a Windows-based program but will run on a Mac with Virtual PC on OS X.

Buy and download Life Plan Writer 5 today.