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Alphabetical list of all of the non-html pages: Word
financial planning docs, and Excel spreadsheet money calculator demos
Press "Control F" to
search for things on this page
First time visitors:
Go to the home page, where all of the best
info is
Go to the
Site Map page listing all of the html files
Word Documents and Excel
Spreadsheets in Alphabetical Order
asset_allocation.xls
- Asset allocation software demo
asset_allocation_text.doc
- Report for clients to understand the asset allocation model reports
asset_distribution_calculator_demo.xls -
Asset distribution software demo
bond_calculator_demo.xls
- Bond software demo
budget_tool_demo.xls
- Family budgeting software demo
buy_term_invest_the_difference_demo.xls -
Buy term and invest the difference vs. whole life insurance calculator demo
call_ins.doc
- Sample script for receptionists at a financial planning or investment management firm
cash_flow_demo.xls
- Cash flow projector demo
college_calculator_demo.xls - College savings calculator demo
excel_pie_charts.xls
- Sample of how to deal with Excel pie charts
family_budgeting_reports.doc - Family budget and cash flow report explanation
filesave.doc
- Tips for savings files and organizing client files on computers
financial_documents.doc
- Estate planning and relevant personal document organizer
financial_plan_implementation.doc - Sample financial plan page showing the to do
list of implementing the plan
financial_plan_software_demo.xls - Time value of money calculator demo
financial_plan_toc.doc
- Table of contents for the free sample financial plan
financial_planning_client_screening.doc
- A flowchart showing the basics of how to screen financial planning clients
financial_planning_evaluation.doc - A form to give to financial planning
clients after the financial plan is delivered so they can grade your services
financial_planning_fact_finding.pdf - Financial planning discovery primer
financial_planning_referrals.doc - Tool for
getting financial planning and investment management client referrals
financial_planning_seminar_demo.doc - Financial
planning and retirement planning investment seminar demo
financial_planning_services.doc - An example of a
client level of services for each level of fees
financial_planning_software.doc - user manual for the Integrated Financial
Planner software .
financial_quarterback.tif
- Graphic to show financial planning clients the role the financial planner has with other
financial advisors
financial-planners.pdf
- A summary from the BLS on being a financial planner
financial_statements.doc
- Sample client newsletter on how to understand (Pershing's) investment statements
financial-planners.pdf
- A page from the US Department of Labor about being a financial planner
firm_bio.doc
- Sample firm bio for marketing and prospecting
integrated_sample_financial_plan.pdf - Basic sample financial plan made from
the Integrated Financial Planner.
interview_notes.doc
- The interview notes, concerns, and objectives page of the free sample financial plan
investment_benchmarks_example.xls - Some examples of benchmark investment
portfolios
investment_comparator_demo.xls - Investing
Comparator demo
investment_portfolio_trading.doc - Tutorial for financial planners on how to make
investment portfolio trades
life_insurance_calculator_demo.xls - Life
insurance calculator demo
life_priorities.doc
- A tool to help financial planning clients sort their life goals
model_portfolio_demo.doc
- Investment model portfolios demo showing historical yields and returns for all
56 model portfolios
model_portfolios_newsletter.doc - Sample client
letter for understanding model investment management software
money_management_presentations.doc - Financial planner training on presenting
financial planning reports to clients/prospects
multiple_college_calculator_demo.xls -
Five-student college planner demo
multiple_rental_property_calculator_demo.xls -
Five-property rental real estate investing IRR calculator demo
net_worth_calculator_demo.xls - Net worth calculator
demo
net_worth_projector_demo.xls - Net worth projector demo
net_worth_reports.doc - Net worth report explanation
plan_introducton.doc
- The financial plan introduction page, and disclaimer, of the sample financial plan
players.doc -
Sample investment management firm new prospect binder "Who the players are"
piece
portfolio_benchmarks_demo.xls - A sample of how to
evaluate investment portfolios using proper benchmarks
portfolio_benchmarks_newsletter.doc - Sample
client performance review letter about benchmark investment portfolios
portfolio_optimization.doc - Definition of common investment portfolio
optimization terms
prospecti.doc
- Sample system for managing supplies of mutual fund prospecti
real_estate_calculator_demo.xls - Rental real estate software demo
reportcover.doc
- Sample cover for financial plans
retirement_calculator.xls
- The world's most powerful FREE online retirement calculator (a scaled-down version of
RP)
retirement_calculator_demo.xls - Current RP retirement calculator demo
retirement_calculator_manual.doc - User's manual for the RP retirement
calculator
retirement_plan.xls
- Proposed RWR retirement plan demo with retirement planning recommendations
retirement_planner.xls
- RP's retirement plan demo with retirement planning recommendations
retirement_planning.xls
- Dual RWR retirement software demo where you can see current and proposed plans at the
same time
retirement_software.doc
- Text to help clients understand the RWR retirement report
retirement_software_demo.xls - Current RWR retirement planning software demo
retirement_software_manual.doc - RWR retirement software users manual
sample_plan.pdf
- PDF file 1 of 3 of the comprehensive sample financial plan
sample_plan1.pdf
- PDF file 2 of 3 of the comprehensive financial plan
sample_plan2.pdf
- PDF file 3 of 3 of the sample financial plan
sample_plan3.pdf
- PDF 4 of 4 of the sample comprehensive financial plan
simple_plan.pdf
- PDF file with the simple financial plan
time_keeping_tool.doc - An old tool
to keep track of billable time
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Product Information
Fully Integrated Financial Planning Software
Menu of Retirement Planning Software
Asset Allocation Overview with Our Historical Returns
Asset Allocation Software
Asset Allocation Models with Our Historical Returns
Our Monthly Updated Mutual Fund Picks
Financial Plan Tools
Family Budgeting Calculator
Financial Planning Fact Finders
Investment Policy Statement Software
Bond Calculators
Investment Software for Comparing 23 Methods of Investing
Buy Term
Life Insurance and Invest the Difference in Mutual Funds vs. Whole
Life Insurance Calculator
Life Insurance Calculator
Real Estate Software
Net Worth Calculator
College Planning Software
Financial Planning eBook
Financial Planning Seminar
About
Investment Risk Tolerance
Contents of a New Fee-Based Prospect Binder
Variable Annuity Tutorial and Optimizer
Services
Fee-only Financial Planning and Investment Consulting for Consumers,
Investors, and Financial Planners
Building Custom
Investment Benchmark Portfolios
Financial
Planner Directory
How to Become Your Own RIA
Coaching for Financial Planners
Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans
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