Create Your Financial Plan Online Today - Free With Our Software
If I gave you a random address for a location half way across the country, would you know how to drive there off the top of your head?
More than likely, no.
But, you could simply punch the address into your GPS and follow directions. Today’s technology makes navigation like this easy. The GPS will even give you your arrival time, multiple route options, adjust your route for traffic, tell you the speed limit and even a great spot for lunch.
Now another question. If I asked you for the dollar amount you would need saved up by age 65 to fund the rest of your life, would you know it off the top of your head?
And not just the final dollar amount, but would you know how much to save each month to get you there? How to save that money? Would you be able to “reroute” your savings strategy if you lost your job, had a medical emergency, tax laws changed or the stock market crashed?
More than likely, no.
And that’s where a financial plan comes in.
A financial plan gives you the directions to reach your financial goals, whatever they may be. It can ensure you are on track, know what to do next and help find you quicker or less risky routes to your destination.
To help you plan your route, we are offering a portion of our financial planning software so that you can create your financial plan today, for free.
And just like with GPS, today’s technology is making the planning of your financial future easier than ever. Our software is cloud based, updates instantly and automatically, provides you turn by turn directions to get where you want to go.
What else? Take a look:
Our financial planning software provides basic services such as:
Monitor all of your accounts in one place. From credit cards to retirement accounts. No more spreadsheets or multiple logins.
Your accounts update automatically and balance changes instantly update your financial plan.
Keep track of expenses and ensure you are staying on plan. Simulate how reductions in spending would help achieve your other financial goals faster.
Financial Goal Tracking
Are you on pace to reach your financial goals? Keep track with our financial goal tracker.
Net Worth Tracking
Watch how your net worth grows over time. Your personal balance sheet not only shows your financial well being, but also highlights potential liabilities in the future, such as insurance needs.
Along with more advanced financial planning features, such as:
Tax Minimization and Optimization Strategies
ROTH conversions, various withdrawal strategies, and large one-time events can all be modeled to determine your optimal savings and withdrawal strategy.
Tax Forecasting in Your Financial Plan
Our financial planning software can produce future tax returns, so you can see the impact of potential financial decisions.
College Funding Analysis
How much should you be saving to help fund a college education? And how should that that savings be invested?
And much more.
Don't get yourself lost, get started today: