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The Plan section is where a plan is outlined for a client.  A plan can incorporate any number of different financial planning sections.  Plans are open for editing until locked, when the client has signed them off.

The Plan section allows you to write a financial plan for a client. The plans are divided into two sections, Plans In Progress, there are the plans that you are currently working on, and Completed Plans. 

To create a new plan, select Add New Plan. 

To edit an existing plan, click on the plan name or description. 

You can delete a plan in progress by clicking on the X icon.