Ordering the Integrated Financial Planner

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.

Supported means you can get help. Unsupported means you'll have to figure it out on your own. You can always get support if you find something wrong with a program, even if you didn't buy support.

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).

 

E-mail Delivery Prices
Files are sent as zipped attachments, so you'll get four 3Mb e-mails

Unsupported Integrated Financial Planner with Asset Allocation Module: $299 Go to the Secure Form

E-mail-supported Integrated Financial Planner with Asset Allocation Module: $319 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner with Asset Allocation Module: $339 Go to the Secure Form

 

Unsupported Integrated Financial Planner without Asset Allocation Module: $249 Go to the Secure Form

E-mail-supported Integrated Financial Planner without Asset Allocation Module: $269 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner without Asset Allocation Module: $299 Go to the Secure Form

 

Unsupported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $369 Go to the Secure Form

E-mail-supported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $389 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $409 Go to the Secure Form

 

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

Unsupported Integrated Financial Planner with Asset Allocation Module: $308 Go to the Secure Form

E-mail-supported Integrated Financial Planner with Asset Allocation Module: $328 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner with Asset Allocation Module: $348 Go to the Secure Form

 

Unsupported Integrated Financial Planner without Asset Allocation Module: $258 Go to the Secure Form

E-mail-supported Integrated Financial Planner without Asset Allocation Module: $278 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner without Asset Allocation Module: $298 Go to the Secure Form

 

Unsupported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $378 Go to the Secure Form

E-mail-supported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $398 Go to the Secure Form

Phone and E-mail-supported Integrated Financial Planner with Asset Allocation Module, and one year of monthly updated mutual fund picks: $418 Go to the Secure Form