Is it okay to use financial planning software?
Yes, it’s okay to use financial planning software, but the reviewers want to see your own work contribution and input represented clearly. If the planning program you use doesn’t generate one or more of the documents we require (i.e., a net worth statement) you will need to supplement your plan with documents created in Microsoft Word, Excel, or a similar program. Although it’s okay to let the reviewer know that your plans typically include Morningstar-type reports, please don’t include all of the reports!
