Free Financial Plan Software Downloads
- and -

Financial Planning Freebies and Investment Tips

This is the free downloads page 1 of 2.  Free HTML downloads are on page 2 of 2

Go to the page with the Free Financial Plan Demos

Financial Planning Software and Investment Software for Financial Planners

Site Information

Confused? It Makes Sense if You Start at the Home Page
 
Why We're Better

Money Tool List and Prices

Discounts for Financial Planners and Money Managers

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

How to Buy Money Calculator Software in General

Site Map

Site Info, History, Ordering Security, Privacy, FAQs

Questions About the Financial Planning Software? Call (800) 658-1824 or Send E-mail

How to Get Your Brokerage Account Data to Download into our Investment Software

About Getting Investment Software Approved by Broker Dealers and FINRA

Financial Plan Software Support

Financial Plan Integration

Free Downloads and Money Tools

Free Sample Comprehensive Financial Plan

Financial Plan Module Demos

Links to Other Personal Finance Websites

The World's Best Free Retirement Calculator

Other Free Retirement Calculators

Free Bond Yield Calculator

Our Free Financial Calculators

Other Free Online Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Calculators

Free Insurance Calculators

Free Business Owner Calculators

Miscellaneous

About Portfolio Management Software

About Using Monte Carlo with Investment Software

About Portfolio Optimization

About Investment Risk Tolerance

About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors)

About Long-Term Care Insurance Software

 

It's better to first save the downloaded files to your hard drive, and then open them with MS Word or Excel

Some people have problems opening these kinds of files in their browser, which is what will probably happen if you regular left click on the links. So...

To download, Right click on a link, then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel.

If you're getting various "password" errors when trying to get an Excel spreadsheet to open, then you may not have MS Excel (you probably just have MS Works). You'll need Excel to use most of these financial plan modules. To see, just go to Start, All Programs, and see if you have Excel loaded on your computer.

All of the account dollar amount breakpoints are just examples. You should do whatever works best for your business.

Non-HTML Download Freebies

The world's most powerful Free online retirement calculator (1.2Mb spreadsheet)

The bond calculators "demo" has the most functional free bond yield to maturity calculator to be on the web (10.2Mb Excel spreadsheet)

Most all free online financial calculators on the web

Our Free Financial Calculators (6Mb spreadsheet)

Free Personal Budget Software (750Kb spreadsheet)

Sample Comprehensive Financial Plan (choose between six PDF files or many demo downloads):

Integrated sample financial plan (850Kb PDF)
Sample plan (300Kb PDF 1 of 4)
Sample financial plan (500Kb PDF 2 of 4)
Financial sample plan (275Kb PDF 3 of 4)
Example of a financial plan (175Kb PDF 4 of 4)
Simple Financial Plan (310Kb PDF)

Directions for presenting the free sample financial plan to prospects and paying clients (200Kb Word doc)

User's manual for the integrated financial planning software (3.3Mb)

Confidential Report Cover (85Kb Word doc for the first page of the client's financial plan reports)

Financial plan table of contents (25Kb Word doc)

Financial plan introduction page, and disclaimers, of the sample financial plan (35Kb Word doc)

Sample financial plan page showing the to do list of implementing the plan (50 Kb Word doc)

Sample client Level of Services Tool (for showing clients what investment management services you offer, 50Kb Word doc)

The interview notes, concerns, and objectives page of the free sample financial plan (25Kb Word doc)

Report text that goes with the family budget software (30Kb)

Text that explains the newt worth projection reports (30Kb)

Asset Allocation Report (detailed explanation of asset allocation software, 125Kb Word doc)

Fusion Wealth Planning Process PowerPoint download: Small (1Mb)   Big (4.1Mb)

RP Retirement Planner User's Manual (285Kb Word Doc)

RWR Retirement Planning Software User's Manual (425Kb Word doc)

RWR Retirement Planning Software - Detailed report explanation about retirement planning (60Kb Word doc)

Definition of common investment portfolio optimization terms (70Kb Word doc)

Sample receptionist script for prospects calling into the office (15Kb Word doc)

Word doc showing investment asset correlation coefficients (850Kb)

Directions on how to organize and save client computer work (45Kb Word doc)

Estate planning and document organizer for use with financial planning calculators (95Kb Word doc)

Client screening (to weed out undesirable financial planning clients and only have good ones (55Kb Word doc)

Financial planning services evaluation form for clients to tell their financial planners how they did after the financial plan was presented (55 Kb Word doc)

Referral generator (mailing tool to accumulate investment client referrals (35Kb Word doc)

Financial planning discovery primer (155Kb PDF for fact finding)

Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The 600Kb PDF is here, and the site is: http://www.bls.gov/oco/ocos259.htm

A sample piece to help clients understand (Pershing) investment portfolio statements (30Kb Word doc)

A financial planning firm bio example (35Kb Word doc)

Registered rep training on how to manage fee-based investment accounts (45Kb Word doc)

Sample client newsletter about model investment portfolios (40Kb Word doc)

"Who the Players Are" A sample introduction to you, your firm, custodians, traders, and your Broker Dealer (25Kb Word doc)

Prospectus management system example (25Kb Word doc)

Benchmark Portfolio Monthly Newsletter (50Kb Word doc)

The Social Security Administration offers their online benefit calculator to anyone. Their CD is $51, but it's available by free online downloading from this page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is better than commercial programs that calculate Social Security benefits

Socially Responsible Investment Fact Finder (25Kb Word doc)

A cute visual aid that shows how the financial planner is the quarterback at the center of all of the other kinds of professionals (50Kb  TIFF file - open it with a graphics editor)

Timekeeping sheet (for tracking time spent on projects, 35Kb Word doc)

This is the free downloads page 1 of 2.  Free HTML downloads are on page 2 of 2

Go to the page with the Free Financial Plan Demos

Personal Finance Software Modules

Fully Integrated Financial Planning Software

Menu of Retirement Planning Software

Asset Allocation Overview with Historical Portfolio Returns

Asset Allocation Calculator

Asset Allocation Models with Historical Investment Returns

Monthly Updated Mutual Fund Picks

TVM Financial Tools

Free Personal Budget Software

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators

Investment Software for Comparing 23 Methods of Investing

Buy Term Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life

Real Estate Software

Net Worth Calculator

Life Insurance Calculator

College Savings Calculator

Money eBook

Financial Planning Seminar

Financial Planning Marketing

Variable Annuity Tutorial and Optimizer

Services

Evolve into a Wealth Planner with this Unique Practice Management and Marketing System

Fee-only Consulting for Consumers, Investors, and Financial Planners

Building Custom Investment Benchmark Portfolios

Financial Planner Directory

How to Become Your Own RIA

Coaching for Financial Planners

Buy or Sell an Investment Management or Financial Planning Practice

Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans

© Copyright 1997-2010 Tools For Money, All Rights Reserved