Free Personal Finance Software Downloads for investors.

Free Financial Plan Software Downloads
- and -
Financial Planning Freebies and Investment Tips

This is the Free Downloads Page 2 of 2 Go to Downloads Page 1 of 2
(non-HTML freebies)
Go to the Free Financial Plan Demo Downloads
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

These are the HTML Freebies (webpages), so just regular left click to view them (there's no need to right click and download)

Most all free online financial calculators on the web.

Comparisons with other financial planning software vendors.

List your desire to buy or sell a financial planning business or see a list of people wanting to buy practices.

Sample comprehensive financial plan, and a tutorial on how to grow your practice by learning how to make sample plans and present them.

About financial planning software reviews by Finra and approvals by Broker Dealer compliance.

About using portfolio optimization software to create efficient frontiers.

How to use the financial planning fact finders via e-mail or online downloading.

Financial Planning Fact Finding: Tutorial on financial data collecting for use with financial planning software.

Links to other investment and financial websites (page 1 of 2) Investing links page 2 of 2.

Large collection of free money calculators.

About using discount brokers to manage your own investments and about custodians for money managers.

List of most all free basic online financial calculators.

List of most all free online business calculators.

List of most all free online college calculators.

List of most all free online loan, debt, and credit card calculators.

List of most all free online family money calculators.

List of most all free online insurance calculators.

List of most all free online investment calculators.

List of most all free online real estate calculators.

List of most all free online retirement calculators.

List of most all free online tax calculators.

Free financial planning advice on why you should not wait to start collecting your Social Security benefits.

The short version of what portfolio management and CRM software is, what it does, who makes it, and what it costs.

Advice on the recommendation: "Refinance your mortgage to drum up money to invest."

Tips for newbies thinking about putting on financial planning prospecting seminars (bottom of the page).

Tips about Errors and Omissions (E&O) insurance.

Something everyone selling or owning American Funds should read.

About the five most-commonly-used Investment Risk Tolerance Categories.

Ancient letter for sending to prospects before the first appointment.

Sample marketing piece for fee-only independent financial planners.

Sample financial planning meeting agenda.

Old letter for sending to prospects to do homework before the second appointment.

Short primer on endowment funds.

Opinion on the usage of hedge funds.

About creating custom benchmark investment portfolios to properly compare investment performance apples-to-apples.

Tutorial on Monte Carlo: What it is, why you're hearing about it, what it's good for, and what it's not good for.

Tips on why you don't need to Dollar Cost Average when you use asset allocation techniques.

Opinion on private money managers vs. mutual funds. Common sense tips for hiring money managers.

Sample excerpt of the Money eBook about money management.

How to fire Finra and your Broker Dealer to become your own fee-only RIA (Registered Investment Advisor).

Tips on buying and living with personal computers that will save you lots of time, money, and grief.

Our hourly Consulting rates and info.

Help on using MS Excel.

Printing in Excel tips.

Another Excel printing help page about dealing with stubborn pie charts.

This is the free downloads page 2 of 2. Go to downloads page  1  of 2 (non-HTML freebies)

Go to the page with the Free Financial Plan Demos

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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