PurpleTeam Financial Planner · User Guide

The Planner, Story by Story

The questions people bring to a planning meeting, from the everyday to the complicated, and the tabs and tools in the planner that answer each one.

If You Are the Client

Find the story closest to yours. The steps show where to click and what to type; the planner does the arithmetic. Your own numbers will differ from the examples, and that is the point.

If You Are the Planner

Each story ends with a note for you and a list of what the client should bring. The last story walks a whole first meeting in the order the conversation usually goes.

How a Story Reads

Stories are ranked from the most common and simple to the most involved.

  • The situation
  • The question
  • In the planner
  • What to look for
  • For the planner
  • Bring along

Every Tab and Tool This Guide Mentions

Where each one sits in the planner. The Tools tab groups its calculators; the view switch next to Plans decides which tabs show.

NameKindWhereStories

Keeping This Guide Current

The stories name tabs, tools, cards and buttons; they quote none of the planner's results. Most changes to the planner therefore need no change here.

Every name lives once, in the NAMES table at the top of this page's script. When the planner renames a tab or tool, change it there and every story follows. Set CHECKED to the planner version you last checked against.

A new story is one entry in STORIES: a level from 1 to 3, a topic, and the text, with names written as [[tool:car]] or [[tab:plan]].