Ordering Asset Allocation Models

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 money 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).

Everything listed below comes with the current mutual fund picks one-time, but to get them updated you'll need to buy the monthly update option.

Due to it being normal for the Models and Fund Picks to be updated monthly, there is no update price like there is for most other products. If you want something updated, but you don't want to buy the whole year's subscription, then send e-mail telling what you want, and you'll get a reply with a price.

E-mail Delivery Prices
The files sent add up to be 4Mb in attachments

Unsupported One-time Asset Allocation Models and Mutual Fund Picks: $99 Go to the Secure Form

E-mail-supported One-time Asset Allocation Models and Mutual Fund Picks: $119 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models and Mutual Fund Picks: $129 Go to the Secure Form

 

Unsupported One-time Allocation Models and Mutual Fund Picks, with Investment Fact Finder: $118 Go to the Secure Form

E-mail-supported One-time Allocation Models and Mutual Fund Picks, with Investment Fact Finder: $139 Go to the Secure Form

E-mail and Phone Supported One-time Allocation Models and Fund Picks, with Investment Fact Finder: $149 Go to the Secure Form

 

 

 

Unsupported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year: $138 Go to the Secure Form

E-mail-supported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year: $159 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year: $179 Go to the Secure Form

 

Unsupported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year, with Investment Fact Finder: $158 Go to the Secure Form

E-mail-supported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year, with Investment Fact Finder: $178 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year, with Investment Fact Finder: $199 Go to the Secure Form

 

 

 

Unsupported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year: $249 Go to the Secure Form

E-mail-supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year: $269 Go to the Secure Form

E-mail and Phone Supported Allocation Models with Fund Picks, Both Updated Monthly for One Year: $279 Go to the Secure Form

 

Unsupported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $259 Go to the Secure Form

E-mail-supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $278 Go to the Secure Form

E-mail and Phone Supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $289 Go to the Secure Form