How to check a results document and helper spreadsheets

Steps for checking a document

The documents generated by Pathfinder may be incomplete and should be reviewed and edited before presenting them to your client.

		Details
1	(optional) Write notes for your customer about what you have modelled and the results	You can add notes for your customer about what you have modelled and commentary about the results in the Scenario description (for Customer) field (at the top of the Cash flows & Goals step). Any text entered here will appear in the results documents. For more see How to use the 'Scenario description (for customer)' field to add notes to a results document
2	Download document & save original for reference	See How to download results into a document (Strategy Paper, SOA (Statement of Advice) Foundation document, Strategy Comparison). You may also want to make a copy of the document before you make any changes.
3	Understand the formatting	See Understanding the formatting in the Strategy Paper and SOA documents
4	Check for highlighting and comments	You should check the entire document, however items that require particular attention will be marked in a few ways: Yellow highlighting - these comments will also be marked with ten Xs (i.e. XXXXXXXXXX) at the beginning and end of the comment, so you can search for them easily. Green highlighting - these comments will also be marked with ten >s (i.e. >>>>>>>>>>) so you can search for them easily Comments using the MS Word 'Review' feature - you can review these with the 'Reviewing pane'
5	Remove unnecessary content	Some things you may wish to remove are: Sections that are not relevant for your advice (e.g. estate planning) Charts that do not contain any information
6	Check all content	Read through the entire document and check it is complete and correct. In some sections, you may find it useful to use a 'helper spreadsheet', below.
7	Check the formatting	Change the view to 'Two pages' and scroll through the document check that nothing looks amiss, this includes: Blank pages Any remaining comments or highlighting The headers and footers look correct Any tables that are split across two pages that could be made to fit on a single page
8	Do a spell check	Use the default MS Word spell check feature
9	Update the table of contents	If you have delete pages or added or removed content, the pages numbers on the table of contents may no longer be correct. To update the table of contents: On the top ribbon, click the References tab In the Table of contents section, click the Update table button (if you cannot find these buttons, search the internet for instructions appropriate to your version of MS Word)
10	Inspect the document	Inspecting the document reassures you that you've removed all comments (but it doesn't check for highlighting). To inspect the document: On the top ribbon, click File Click the Check for issues button, then Inspect document Follow the prompts: You can ignore messages about headers and footers
11	Save	Save your document

Helper spreadsheets

For some sections of the SOA, we provide helper spreadsheets to help you more quickly create additional content. Check the list below and click the link to download the appropriate spreadsheet.

Document

Description

Link (click to download)

SOA

Superannuation fee comparison

Helps you make tables and sentences comparing the fees of different super funds (you need to supply your own super fees)

Optimo Financial Superannuation Fee Comparison helper spreadsheet.xlsx

SOA/Strategy Paper

Making extra charts

Templates to make additional charts that match Pathfinder's default charts.

Also includes a template for the Asset allocation chart if your asset allocation is difference from the Optimo defaults in the SOA.

OptimoFinancialChartTemplates.xlsx