The To Do tab on the Solutions Page lets clients enter the actions they've decided to take to fulfill their plan, displays entries organized by folders, and lets you quickly print the Summary Report or single "Worksheets." Becoming your clients' chief financial counsellor is more important than the plan report. Change rapidly makes plans obsolete, and may dictate new product choices. Clients will seek your help to deal effectively with change. You can make the Summary Report as brief or thorough as you wish — simply select the desired Sections and Subsections you want to include in it. The Table of Contents is automatically generated. Edit the default text as desired.