Getting Started

Welcome

Welcome to leafplanner, we're excited to get you started! First, if you haven't done so, please schedule your initial working session to finalize your onboarding and put you on track to completing your first leafplan.

Prior to your first working session, or if you'd prefer to get started on your own and start entering information, you can view or download our Getting Started Guide, Printable Guide Workbook, and Helpful Tips for recommendations on where to begin. You can also view our Glossary to familiarize yourself with some key terms.

Creating Your Account

You should have already received your invite email to set up your leafplanner account, if, for any reason, the invite has expired or you didn't receive it, please contact your dedicated leafplanner agent or email us immediately so we can get it taken care of for you. For security purposes, invites expire after five days so even if you're not ready to get started, please accept the invite and create your account.

Logging In

Strong Password Enforcement and Two-Factor Authentication (2FA)

With your security and privacy in mind, we utilize industry-exceeding strong password enforcement so we recommend using a password manager such as 1Password or LastPass to help manage your account passwords. In addition to this, we also have Two-Factor Authentication (2FA) available for you to enable on your account. You can apply this to your individual login or you can require it for everyone that you may invite to view or contribute to your leafplan such as family members or advisors.

• To require 2FA on your entire account (all users), click on your initials on the top right of your screen and select Account Settings and then follow the setup instructions. (See image 1.1 below)
• To require 2FA only on your individual login, select Edit Profile from the same menu at the top right and follow the setup instructions. (See image 1.2 below)

Switching to Advanced Mode or Guided Mode

If at any time you wish to exit Guided Mode, which is on by default, you can do so by clicking the leaf icon at the top right from within each section.

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Exporting Your leafplan

You can export your leafplan at any time to a PDF by selecting the export button from the manual homepage within leafplanner.

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Remove leafplanner Access

To better support you and provide you with our most dedicated level of service, your leafplanner agent has access to your account by default. If you wish, you can turn this off at any time by clicking "Remove Agent Access" at the bottom of the left-hand menu.

Don't Hesitate To Contact Us

Remember, you can contact your leafplanner agent at any time for additional assistance. You can also email or contact us here. Be sure to let us know if there is anything additional we can do to support you and your family as you begin your leafplanner journey.