Ordering Financial Planning Fact Finders

If you want more financial planning software than what's below, e-mail your list or call (800) 658-1824, for a discounted price.

Prices below are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.

E-mail delivery is usually same day, but could take up to two days. CD postal delivery is about five days.

Tips for getting financial tool orders approved outside the U.S.

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Important Tip: Sorry, but due to low-tech bank software, please remember what you ordered, because you'll have to input that into the comment field of the secure form (so the tip is to copy the text before the price now before you click on the form link, so you can paste it into the bottom of the form).

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): $30 Go to the Secure Form.

Cash Flow/Incomes/Expenses (part of Fact Finder Part II): $14 Go to the Secure Form.

Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $11 Go to the Secure Form.

College Planning: $5 Go to the Secure Form.

Retirement Planning (part of Fact Finder Part II): $9 Go to the Secure Form

Existing Client (investment and retirement): $17 Go to the Secure Form

Business Owner Fact Finder: $18 Go to the Secure Form

Fact Finder Part I: $39 Go to the Secure Form

Fact Finder Part II: $39 Go to the Secure Form

Fact Finder Part III (asset data): $29 Go to the Secure Form

In-Person Interview Fact Finder: $59 Go to the Secure Form

Fact Finder Parts I and II: $69 Go to the Secure Form

Fact Finder Parts I, II, and III: $79 Go to the Secure Form

All Three Parts and Business and Existing Client: $89 Go to the Secure Form

In-Person Fact Finder with Fact Finder Part II: $89 Go to the Secure Form

In-Person Fact Finder with Fact Finder Parts II and III: $99 Go to the Secure Form

All Fact Finders (everything above): $139 Go to the Secure Form

All Fact Finders (everything above) with Investment Policy Statement: $149 Go to the Secure Form

Prices with CD Delivered via Regular U.S. Postal Mail

Investment Fact Finder and Investment Risk-Tolerance Calculator (part of Fact Finder Part I): $38 Go to the Secure Form.

Cash Flow/Incomes/Expenses (part of Fact Finder Part II): $23 Go to the Secure Form.

Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $20 Go to the Secure Form.

College Planning: $13 Go to the Secure Form.

Retirement Planning (part of Fact Finder Part II): $18 Go to the Secure Form

Existing Client (investment and retirement): $26 Go to the Secure Form

Business Owner Fact Finder: $27 Go to the Secure Form

Fact Finder Part I: $44 Go to the Secure Form

Fact Finder Part II: $48 Go to the Secure Form

Fact Finder Part III (asset data): $37 Go to the Secure Form

In-Person Interview Fact Finder: $64 Go to the Secure Form

Fact Finder Parts I and II: $78 Go to the Secure Form

Fact Finder Parts I, II, and III: $88 Go to the Secure Form

All Three Parts and Business and Existing Client: $98 Go to the Secure Form

In-Person Fact Finder with Fact Finder Part II: $98 Go to the Secure Form

In-Person Fact Finder with Fact Finder Parts II and III: $108 Go to the Secure Form

All Fact Finders (everything above): $148 Go to the Secure Form

All Fact Finders (everything above) with Investment Policy Statement: $158 Go to the Secure Form