Alphabetical Financial Software List

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Comprehensive Asset Allocation Software Package

Not the Model Portfolios, which are below. Comes with one-time mutual fund picks

$158

$178

$188

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Allocation Modeling Software

Not the Asset Allocation Software, which is above. Comes with One-time Mutual Fund Picks

$99

$119

$129

One-time Asset Allocation Modeling Program and Mutual Fund Picks, with Investment Fact Finder

$118

$139

$149

Asset Allocation Modeling Software with Mutual Fund Picks, both updated monthly for one year

$148

$159

$169

Money Management Model with Mutual Fund Picks, both updated monthly for one year, with Investment Fact Finder

$158

$168

$179

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Distribution Software

Nine investing calculator tools. Not the Investing Models nor the Asset Allocation Software, which are above

$14

$19

$29

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Benchmark Portfolios

Investment portfolio performance benchmarking service. Not software, and is done on a custom basis

$5 per asset

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bond Calculators

$39

$49

$59

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Budgeting Tool Software

$9

$18

$22

Budgeting Calculator with Comprehensive Cash Flow / Budget Fact Finder (consumers don't need Fact Finders).

$14

$23

$33

$19

$29

$39

Cash Flow Projector with Cash Flow / Budgeting Fact Finder

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bundled Deals for Financial Professionals

To lower the price, send e-mail with a list of financial plan modules you don't need. You'll get a quote back with a lower price. For example, when you have the Integrated Financial Planner and Dual RWR, there's not much need for Single RWR, Cash Flow Projector, or College Planners; and very little need for RP or the Personal Finance Calculator.

The Bundled Deal includes both RWR and Dual RWR Retirement Software, with Average Tax Bracket Calculator,

Investment Comparator with Buy Term Life Insurance and Invest in Mutual Funds vs. Whole Life,

Cash Flow and Family Budgeting Software,

$899 ($1,365 if you bought everything separately, 34% discount)

$1,009 ($1,580 if you bought everything separately, 36% discount)

$1,099 ($1,782 if you bought everything separately, 38% discount)

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Client Agreement Contract Template

$9

N/A

N/A

Client Marketing Tri-Fold Brochure Template

$19

N/A

N/A

Template Client Agreement and Template Marketing Tri-Fold

$25

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

College Planning Calculator (single-student)

All includes the small Asset Allocation Calculator

$19

$29

$39

Single Student College Planning Program with College Planning Fact Finder

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Financial Planning eBook

How to invest successfully yourself, shop around for financial planners, and better understand the financial services industry

$19

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Financial Planning Fact Finders

N/A

N/A

Cash Flow/Incomes/Expenses (Family budgeting, part of Fact Finder Part II, 9 pages)

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)

N/A

N/A

College Planning (Part of Fact Finder Part II, 6 pages)

N/A

N/A

Retirement Planning (Part of Fact Finder Part II, 6 pages)

N/A

N/A

Existing Client (Refreshes investment and retirement data, 15 pages)

N/A

N/A

Business Owner Fact Finder (Employee census data, etc., 11 pages)

N/A

N/A

Fact Finder Part I (Basic family info, includes the investment Fact Finder, 17 pages)

N/A

N/A

N/A

N/A

Fact Finder Part III (For collecting detailed investment asset data, 19 pages)

N/A

N/A

In-Person Interview Fact Finder (37 pages)

N/A

N/A

Fact Finders Bundled Together with Discounted Prices

Fact Finder Parts I and II

N/A

N/A

Fact Finder Parts I, II, and III

N/A

N/A

In-Person Fact Finder with Fact Finder Part II

N/A

N/A

In-Person Fact Finder with Fact Finder Parts II and III

N/A

N/A

All Fact Finders Listed Above

N/A

N/A

All Fact Finders Listed Above with Investment Policy Statement

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Integrated Financial Plan Software

$149

$178

$198

$224

$254

$274

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Which includes the buy term life insurance, investing the difference vs. whole life insurance calculator.

Unsupported

With E-mail Only Support

With E-mail and Phone Support

IPS Software (Investment Policy Statement Template)

$29

N/A

N/A

IPS Calculator with Investment Fact Finder

$47

N/A

N/A

Investment Policy Statement Program with All Fact Finders

$149

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

$19

$29

$39

Life Insurance Needs Analysis Calculator with Insurance Fact Finder

$28

$37

$47

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Mutual Fund Picks

One-time price for 93 picks

$9

$19

$29

One Year of 93 Monthly Updated Mutual Fund Recommendations

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Net Worth Calculator
(Balance sheet maker)

$19

$29

$39

Net Worth Calculator Software with Asset Fact Finder (for gathering detailed asset data)

$24

$34

$44

Net Worth Projector Software with Asset Fact Finder

$33

$43

$54

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Personal Finance Calculator

$5

$9

$14

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Rental Real Estate Software (one-property)

IRR and NPV calculator

$29

$39

$49

Five Property Rental Real Estate Investment Software

$38

$48

$58

Unsupported

With E-mail Only Support

With E-mail and Phone Support

RP Basic Retirement Planner

$29

$39

$49

Retirement Planner with Budget Calculator

$32

$42

$52

Retirement Planner with Retirement Fact Finder

(Consumer don't need Fact Finders)

$35

$48

$61

Retirement Planner with Budget Software and Cash Flow Projector

(Cash Flow Projector has Budget Software included)

$43

$59

$75

Retirement Planner with Retirement and Cash Flow Fact Finders

$36

$47

$58

Retirement Planner with Budgeting Software and Retirement and Cash Flow Fact Finders

$40

$50

$60

Retirement Planner with Budgeting Calculator and Cash Flow Projector and Retirement and Cash Flow Fact Finders

$51

$67

$79

Unsupported

With E-mail Only Support

With E-mail and Phone Support

RWR - The Real World Retirement Planner

$99

$109

$119

RWR Retirement Planning Software with Retirement Fact Finder (consumers don't need fact finders)

$104

$114

$124

RWR Retirement Planner Software with Budget Software

$105

$113

$125

(Cash Flow Projector has Budget Software included)

RWR Retirement Planning Software with Retirement and Cash Flow Fact Finders (consumers don't need fact finders)

$108

$118

$129

(Cash Flow Projector has Budget Software included)

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Dual Real World Retirement Planner

$129

$149

$159

Dual Real World Retirement Planner with Retirement Fact Finder (consumers don't need fact finders)

$134

$154

$164

Dual RWR Retirement Planning Calculator with Budget Software

$145

$165

$175

(Cash Flow Projector has Budget Software included)

Dual RWR Retirement Payout Calculator with Retirement and Cash Flow Fact Finders

$139

$159

$169

(Cashflow Projector has Budget included)

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Seminar - Financial Planning Prospecting Seminar

For marketing financial planning, retirement planning, and investment management

$99

N/A

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Time Value of Money Calculators (Financial Tools)

An array of useful financial calculators and financial plan tools

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Variable Annuity optimizer