Tools For Money is changing it's focus and will no longer provide financial software. Visit our homepage for complete details.
For information please contact us at: support@toolsformoney.com or 707-996-9664.
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E-mail Delivery Prices
The only Fact Finder an investor / consumer would need is the Investment Fact Finder
Investment Fact Finder and Investment Risk-Tolerance Calculator (part of Fact Finder Part I): $37.
Cash Flow / Incomes / Expenses (part of Fact Finder Part II): $18.
Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $13 .
College Planning: $6 .
Retirement Planning (part of Fact Finder Part II): $11.
Existing Client (investment and retirement): $40 .
Business Owner Fact Finder: $10 .
Fact Finder Part I: $50.
Fact Finder Part II: $36.
Fact Finder Part III (asset data): $24.
In-Person Interview Fact Finder: $60.
Fact Finder Parts I and II: $75.
Fact Finder Parts I, II, and III: $85.
In-Person Fact Finder with Fact Finder Part II: $80.
In-Person Fact Finder with Fact Finder Parts II and III: $100.
All Fact Finders (everything above): $125.
All Fact Finders (everything above) with Investment Policy Statement: $150.