Sales on Personal Finance Software for DIY Investors and Financial Planning Software for Advisers.

Sorry, No Current Sale

There needs to be this color of sale text under Site Information on top of the left-hand green column of This Page when you order to get these sale prices
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

About the current sale on financial planning software.

The only "permanent sales" are:
The Lifetime Subscription Deal
Bundled Deal with everything on the site
Professional Investment Portfolio Building Kit
New Financial Planner Starter Kits


The Current and Temporary Sale Is:

Sorry, there is not a current sale..


You can e-mail, call (503) 309-1369, or figure the price and place the order yourself by following the steps below.

The sale doesn't apply to the IFP's $2 per day deal, nor the Bundled Deal's monthly subscription deal, sorry.

Here's how to buy discounted software on sale via the secure credit card forms, without having to e-mail or call first:

Prices shown on the site are never discounted (to account for sales), so you'll need to determine the final sale price manually using the steps below.

Step 1) Add up the total pre-sale prices of all of the products you want. Here's the list of all financial plan software prices.

Step 2) Subtract the sale discount percentage from your total pre-sale price. Only the product(s) listed at the top of this page are on sale, so please don't apply discounts to items on your list that are not on sale.

This is now your total price.

Step 3) Prepare to go to the ordering form. You'll click the link next to the price to go to that secure ordering form.

For example, if the pre-sale price is $100, and the sale percentage discount is 25%, Step 2 would make the total amount $75.

Fill out the rest of the order form normally, inputting the product name(s) on sale into the comment section at the bottom. If it's too much to fit into the field, just input, "see my sale e-mail" and then e-mail the details.

Step 4) Go to the secure custom deal credit card ordering form. By clicking this link, you'll go to just a long list of prices. Just click on the link next to your total discounted price.

Step 5) After the order is approved, then please send an e-mail telling what you did.

If everything matches, then your files will be sent as if it was a normal order, and we won't to play phone or e-mail tag. If not, we'll have to work it out.

If you're not sure, please e-mail or call first to avoid having to do credits or having to fill out an order form again to pay the Difference.

Your order needs to be complete before the sale window ends, which is one hour after the magenta sale text link is removed from under Site Information on top of the left-hand green column on this page.

Answers to Frequently Asked Questions about Sales

• Yes you can add support with the same percentage off of the support price, now or later. The price would just be the difference between unsupported and supported on the price lists.

• Yes if there are add-ons to the module you want, then all of those are also on sale (like getting the associated fact finder with a module). Add-ons just need to be in the same pricing table section as the main financial tool.

• Yes when Bundled Deals are on sale, both the sale and other discounts apply on top of prices which are already heavily discounted.

For example, if you were to buy everything in the full Bundled Deal separately (with phone support), it would cost $3,000. The Bundled Deal discounts that down to $1,300, or around 57%. A 25% sale would lower the price to $975.

• If there's a sale of any kind, other than just benchmarking or consulting rates, that means we're in the mood to "make a deal," or it's just a temporary experiment. If the sale is just on benchmarking or consulting rates, then there's no discounts on financial planning software.

So, if there's a financial software sale, then you usually can make your own custom deal by making a list of everything you want and then buying it before the deadline, and still get a discount. Call (503) 309-1369 or e-mail your list.

As long as you make your request while the sale is on, you may still get a discount, even if you don't buy until the end of the day. But once midnight passes, it's a new day, and the sale may not be going.

• Yes, consumers get the same discounts / deals / treatment / support / attention as professional financial planners, investment managers, etc.

• No, sales do not apply to the New Financial Planner Starter or Investment Building Kits. These are already at rock bottom prices!

• No, if you got a quote for a custom deal before, the percentage markdown is not taken off of your previously quoted deal price. The sale discount is applied only to the regular prices you see on the pricing tables.

We'll probably take a little off of your quoted price if the product(s) went on sale right after your quote was done.

So please don't take an extra 25% off a deal by yourself with the order forms if there's a new sale today, and you got a quote for a deal that took 15% off everything last week.

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

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All of the Bundled Deals are an additional 25% off!

The individual modules are not on sale. The sale is only when you get one of the six versions of the Bundled Deals as described on This page (or the Lifetime Subscription
(pay once and never pay again)
, below). The six versions are shown at the pricing table at the bottom of the deals page.

This sale does not apply to the New Financial Planner Starter Kit. The current sale does, however, apply to the Lifetime Subscription Deal.


Getting Investment Portfolio Benchmarks made is only $1 per data point, instead of the usual $5 today

The Asset Allocation Software and Model Portfolios are 25% off!

The Mutual Fund Picks are half off!

The Net Worth Calculators are half off!

The Real Estate Calculators are half off!

The Bond Calculators are half off!

All Retirement Planning Software is 25% off!

The TVM Calculators / Financial Tools are half off!

The Cash Flow Projector is half off!

The Client Agreement Contract Template and Marketing Trifold are half off!

The College Planning Calculators are half off!

The All Fact Finders and IPS deal is only $99 (instead of $150)!Buy now using the secure credit card form

The Integrated Financial Planner is half off!

The Investment Portfolio Building Kit is 25% off!

The Life Insurance Needs Calculator is half off!