Prices of all Financial Software for DIY Investors and financial planners.

List and Prices of All Financial Planning Software

You can hire us to manage your money, and/or advisers can hire us to manage their clients money, using our Model Portfolios and/or Asset Allocation Software for a flat $250 a month fee

For all "programs" (spreadsheets), the prices listed are for the first year. Then it's 50% of those prices to update annually. For all other products, in all other file formats, the price is one-time (because there's little-to-nothing to update)

Discounted Bundles Prices
Click the name of the product below in this column to go to that module's information and demo download page Unsupported With E-mail Only Support With E-mail and Phone Support
Bundled Deals for Financial Professionals

Includes All Financial Software on the Site

$1,000


$1,570 if you bought everything separately, which is a 36% discount

$1,100


$1,995 if you bought everything separately, which is a 45% discount

$1,200


$2,515 if you bought everything separately, which is a 52% discount

Bundled Deal with one-year of monthly-updated Asset Allocation Models and Mutual Funds Picks $1,300


$1,995 if you bought everything separately, which is a 40% discount

$1,400


$2,420 if you bought everything separately, which is a 48% discount

$1,500


$3,040 if you bought everything separately, which is a 57% discount

Subscribe to the e-mail-supported Bundled Deal with Models
for $100 a month
(which is the same thing as the $1,400 deal above)

After paying a one-time $100 setup fee, then you'd download a 125MB zipped file from the site, and then you'd have everything on the site. So the first payment would be $200 for the first month. Then if you want to keep it going the next month, pay $100 again and list which products you're using, and then those are sent. So as long as you pay $100 a month, you'd get to use everything on the site on a subscription basis - instead of having to pay $1,400 for a full year upfront.

Also, you can say when you want it to expire, and it will do that down to the day, and the price is adjusted accordingly. For example, if you wanted the $1,000 deal, but only for six-months, then it would be $500.

You can also make 12 monthly payments to buy any of the six Bundled Deals.

N/A $200 N/A
Investment Portfolio Building Kit N/A $625 N/A
Unsupported With E-mail Only Support With E-mail and Phone Support
New Financial Planner Starter Kits N/A $500 N/A
Unsupported With E-mail Only Support With E-mail and Phone Support
Lifetime Subscription to Everything on the Site
(pay once and never pay again)
N/A N/A $6,000
Subscription to Everything on the Site for Five Years
(pay once and never pay again for five years)
N/A N/A $3,000
Subscription to Everything on the Site for Ten Years
(pay once and never pay again for ten years)
N/A N/A $4,000
Subscription to Everything on the Site for Fifteen Years
(pay once and never pay again for fifteen years)

You can also make 12 monthly payments to buy any of the four above full extended subscriptions.

N/A N/A $5,000

 

 

 

Alphabetical Financial Software List Prices
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
401(k) Calculator $5 $10 $20
Lifetime Subscription to Just the No-Load Models
(pay once and never pay again)
N/A N/A $75
Just the No-Load Models for Investors (not advisors)
Contains only the No-Load, Hybrid, Index Fund, ETF, the No-load Conservative High Income Model, and the Benchmark Indices Models. Does not include the Fee-Based nor Load Fund Models
Unsupported With E-mail Only Support With E-mail and Phone Support
One-time No-load Asset Allocation Models and Mutual Fund Picks N/A $25 $30
One-time Asset Allocation No-load Models and Mutual Fund Picks, with Investment Fact Finder N/A $35 $45
Pay Monthly for the No-load Asset Allocation Models and Mutual Fund Picks N/A $20 a month $30 a month
Pay Monthly for the Asset Allocation No-load Models and Mutual Fund Picks, with Investment Fact Finder N/A $30 upfront, then $20 a month $40 upfront, then $30 a month
No-load Asset Allocation Models with Mutual Fund Picks, both updated monthly for one-year N/A $200 $300
Asset Allocation No-load Models with Mutual Fund Picks, both updated monthly for one-year, with Investment Fact Finder N/A $210 $310
Lifetime Subscription to Just the No-Load Models
(pay once and never pay again)

(to the mutual fund picks too)
N/A N/A $2,100
All Asset Allocation Models for Professional Money Managers
The Models and Comprehensive Asset Allocation Software are two different programs. You can also get the Asset Allocation Software for an extra $50 when you buy a SUBSCRIPTION from the pricing on this table. Then use that total dollar amount's order form from this page). But the better deal is to get the whole Investment Portfolio Building Kit
Unsupported With E-mail Only Support With E-mail and Phone Support
One-time Asset Allocation Models and Mutual Fund Picks N/A $40 $50
One-time Asset Allocation Models and Mutual Fund Picks, with Investment Fact Finder N/A $50 $60
Pay Monthly for the One-time Asset Allocation Models and Mutual Fund Picks N/A $35 a month $45 a month
Pay Monthly for the Asset Allocation Models and Mutual Fund Picks, with Investment Fact Finder N/A $45 upfront, then $35 a month $55 upfront, then $45 a month
Asset Allocation Models with Mutual Fund Picks, both updated monthly for one-year N/A $400 $500
Asset Allocation Models with Mutual Fund Picks, both updated monthly for one-year, with Investment Fact Finder N/A $415 $515
Lifetime Subscription to All of the Models
(pay once and never pay again)

(to the mutual fund picks too)
N/A N/A $3,500
Unsupported With E-mail Only Support With E-mail and Phone Support
Asset Allocation Software
The Portfolio Models and Comprehensive Asset Allocation Software are two different programs. You can also get the Model Portfolios once for $25, or the annual Models subscription for an extra $300, when you buy from this pricing table. Then use that total dollar amount's order form from this page). But the better deal is to get the whole Investment Portfolio Building Kit.
$100 $150 $200
Comprehensive Asset Allocation Software with Investment Fact Finder $110 $160 $210
Lifetime Subscription
(pay once and never pay again)

(to just the allocation software, not the mutual fund picks too)
N/A N/A $750
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
Bond Calculators $20 $40 $60
Lifetime Subscription
(pay once and never pay again)
N/A N/A $200
Unsupported With E-mail Only Support With E-mail and Phone Support
Budgeting Software with Cash Flow Projector $5 $10 $20
Cash Flow Projector with Cash Flow Fact Finder $7 $12 $22
Lifetime Subscription
(pay once and never pay again)
N/A N/A $75
Client Agreement Contract Template $10 N/A N/A
Marketing Tri-Fold Brochure Template $10 N/A N/A
Both Client Agreement and Marketing Tri-Fold $15 N/A N/A
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
College Planning Calculator (Single-student) $5 $10 $20
Single Student College Planner with College Fact Finder $7 $12 $22
Multiple Student College Planner $11 $21 $40
Multiple Student College Planner with College Fact Finder $13 $23 $41
Lifetime Subscription
(pay once and never pay again)
N/A N/A $100
Financial Planning Fact Finders
Investment Fact Finder and Investment Risk Tolerance Questionnaire (Part of Fact Finder Part I, and In-Person Fact Finder, 10 pages) $37 N/A N/A
Cash Flow / Incomes / Expenses (Family budgeting, part of Fact Finder Part II, 9 pages) $18 N/A N/A
Estate Planning Summary / Insurance (Life insurance, Disability, LTC, and P&C) Summary Fact Finder (Part of Fact Finder Part II, 10 pages) $13 N/A N/A
College Planning (Part of Fact Finder Part II, 6 pages) $6 N/A N/A
Retirement Planning (Part of Fact Finder Part II, 6 pages) $11 N/A N/A
Existing Client (Refreshes investment and retirement data, 15 pages) $40 N/A N/A
Business Owner Fact Finder (Employee census data, etc., 11 pages) $10 N/A N/A
Fact Finder Part I (Basic family info, includes the investment Fact Finder, 17 pages) $50 N/A N/A
Fact Finder Part II (Arcane personal financial questions for input into financial plan software, 31 pages) $36 N/A N/A
Fact Finder Part III (For collecting detailed investment asset data, 19 pages) $24 N/A N/A
In-Person Interview Fact Finder (37 pages) $60 N/A N/A
Fact Finders Bundled Together with Discounted Prices
Fact Finder Parts I and II $75 N/A N/A
Fact Finder Parts I, II, and III $85 N/A N/A
In-Person Fact Finder with Fact Finder Part II $80 N/A N/A
In-Person Fact Finder with Fact Finder Parts II and III $100 N/A N/A
All Fact Finders Listed Above $125 N/A N/A
For Advisors that Only Manage Money and Don't Make Financial Plans: Fact Finder Part 1, Part III, and IPS Creating Tools $90 N/A N/A
All Fact Finders Listed Above with Investment Policy Statement Software $150 N/A N/A
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
Financial Planner Sales Tools
Without Sales and Motivational Ramblings
$5 N/A N/A
Selling Tools With Sales and Motivational Ramblings $25 N/A N/A
Unsupported With E-mail Only Support With E-mail and Phone Support
Goals-Only "Financial Planning Software"
Single Goals-Only Planner N/A $5 $20
Lifetime Subscription to the Single Goals-Only Planner N/A N/A $50
Goals-Only Financial Planner N/A $12.50 $30
Lifetime Subscription to the Goals-Only Financial Planner N/A N/A $200
Both Goals-Only Financial Planners N/A $15 $40
Lifetime Subscription to Both Goals-Only Financial Planners N/A N/A $225
The MoneyGuidePro Exterminator Bundle
Includes:
• Both the Single Goals-only Planner and the Goals-only Financial Planner
Model Portfolios subscription with Investment Fact Finder
Comprehensive Asset Allocation Software
Net Worth Projector
College Planners
Life Insurance Needs Calculator
Dual RWR with Cash Flow Projector
Time Value of Money Calculators for Performing Social Security Analysis
N/A $500 $750
Unsupported With E-mail Only Support With E-mail and Phone Support
Integrated Financial Planning Software

Or $2 a day

$400 $500 $600
Lifetime Subscription
(pay once and never pay again)
N/A N/A $2,000
Unsupported With E-mail Only Support With E-mail and Phone Support
Investment Comparator & Investment Portfolio Benchmarking Software
Includes the Buy Term and Invest the Difference vs. Whole Life Calculator
$50 $100 $200
Lifetime Subscription
(pay once and never pay again)
N/A N/A $700
How to Buy    Buy Now Using PayPal
IPS Software (Investment Policy Statement Template) $20 N/A N/A
IPS Software with Investment Fact Finder $50 N/A N/A
Investment Policy Statement Software with All Fact Finders $150 N/A N/A
Unsupported With E-mail Only Support With E-mail and Phone Support
Life Insurance Software $10 $20 $30
Life Insurance Software with Insurance Fact Finder $12 $22 $32
Lifetime Subscription
(pay once and never pay again)
N/A N/A $100
Mutual Fund and ETF Picks N/A With E-mail Only Support With E-mail and Phone Support
One-time Mutual Fund Picks N/A $15 $25
Pay Monthly for the Mutual Fund Picks N/A $10 a month $20 a month
Mutual Fund Picks, updated monthly for one-year N/A $100 $200
Lifetime Subscription
(pay once and never pay again)
N/A N/A $1,400
Marketing Seminar for Financial Planning Prospecting $100 N/A N/A
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
Net Worth Calculator $10 $20 $30
Net Worth Calculator with Asset Fact Finder $13 $23 $33
Net Worth Projector (Net Worth Calculator is included) $30 $40 $50
Net Worth Projector with Asset Fact Finder $33 $43 $53
Lifetime Subscription
(pay once and never pay again)
N/A N/A $175
Unsupported With E-mail Only Support With E-mail and Phone Support
Rental Real Estate Software
One-Property IRR and NPV calculator
$10 $20 $30
Five-Property Rental Real Estate Software $21 $31 $40
Lifetime Subscription
(pay once and never pay again)
N/A N/A $140
Unsupported With E-mail Only Support With E-mail and Phone Support
RP Basic Retirement Planner $25 $35 $45
Retirement Planner with Retirement and Cash Flow Fact Finder
(Consumers don't need Fact Finders)
$27 $37 $47
Retirement Planner with Budget Software and Cash Flow Projector
(Cash Flow Projector has Budget Software included)
$35 $50 $70
Retirement Planner with Budget Software and Fact Finders for Cash Flow and Retirement $37 $52 $72
Lifetime Subscription
(pay once and never pay again)
N/A N/A $200
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
RWR - The Real World Retirement Planner $75 $100 $125
Single RWR with Retirement and Cash Flow Fact Finders
(Consumers don't need fact finders)
$77 $102 $127
RWR with Cash Flow Projector
(Cash Flow Projector has Budget Software included)
$85 $110 $135
RWR with Cash Flow Projector and Retirement and Cash Flow Fact Finders $87 $112 $137
Lifetime Subscription
(pay once and never pay again)
N/A N/A $600
Unsupported With E-mail Only Support With E-mail and Phone Support
Dual Real World Retirement Planner $150 $200 $250
Dual RWR with Retirement and Cash Flow Fact Finders
(Consumers don't need fact finders)
$154 $204 $254
Dual RWR with Cash Flow Projector
(Cash Flow Projector has Budget Software included)
$160 $210 $260
Dual RWR with Cash Flow Projector and Retirement and Cash Flow Fact Finders $163 $213 $263
Lifetime Subscription
(pay once and never pay again)
N/A N/A $875
Unsupported With E-mail Only Support With E-mail and Phone Support
Simple Retirement Planner $5 $10 $20
Lifetime Subscription
(pay once and never pay again)
N/A N/A $70
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
Time Value of Money Calculators $5 $10 $20
Lifetime Subscription
(pay once and never pay again)
N/A N/A $75
How to Buy    Buy Now Using PayPal Unsupported With E-mail Only Support With E-mail and Phone Support
List of ~700 IP Addresses to Input Into Your Website's Control Panel IP Blocker to Block Most All Non-English Speaking Countries from Accessing Your Website (to block hackers, spies, etc.) $5 N/A N/A
Everything You Need to Know About Biting Midges $1 N/A N/A

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