How to Buy Financial Planning Software

Please see the bottom of individual product pages, listed on the right-hand green column, for links to the forms. Above each product's table of prices (located at the bottom most of the time) is a link to the secure credit card forms. Here's the list of all pricing forms. If you know your price, then you can just use that form and that will eliminate a layer of confusion. So if you got a quote, and lost that link, then as long as you know the quoted price, you can just use the Custom Deal Form and you're done.

Call (800) 658-1824 with your MasterCard or Visa

Sorry, no Amex or other cards.

Get 10% off by sending a check in the mail. Products are not delivered until checks clear (due to the usual one bad apple). Please click the link in the previous sentence to proceed.

Miscellaneous

If you want more financial planning software than what's on a single ordering form, please e-mail your list or call (800) 658-1824, for a discounted price.

Then you'll get instructions on how to buy using only one form, or we can do it over the phone.

Financial planners can get big discounts for buying all investment software modules at once.

Prices shown on ordering forms are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.

Delivery is normally made via e-mail, and is usually same day, but could take up to two days. You can have delivery via a CD in the U.S. postal mail, but prices are $9 more (this $9 charge doesn't apply to the Bundled Deals). CD postal delivery takes about five days. Next day, or express delivery, is $25 more.

Read what will happen after you complete a successful credit card order on your own here.

Tips for getting financial tool orders approved outside the U.S.

Support: To allow people the most choice, there are three prices for most financial planning software modules.

For people that feel they can figure everything out themselves using the directions, the unsupported price will save money. For people that want to be able to call someone for help, there's the full phone and e-mail support. There's also a price for a middle of the road option, which is paying a little more for being able to send questions via e-mail.

Privacy Policy Statement: Tools For Money is committed to protecting the security and privacy of your private information.

Tools For Money only receives names and e-mail addresses when they are personally sent to one of our e-mail addresses. The information submitted enables us to respond to users inquiries and obtain a measure of user's needs, interests, and ideas for future web site development.

Tools For Money respects the privacy of users and visitors and does not share any personally identifiable information with any third parties, does not send unsolicited e-mails, nor any direct marketing materials.

This site and its investing calculators are 100% clean - meaning it won't put web shortcut icons all over your desktop/browser, alter your computer/favorites/browser, bog down your browser with banner ads/pop-ups, leave cookies/applets on your computer, run any Java/asp/Flash/Active-X/cgi scripts, drive you to internet marking sites, or put you on spam lists. It's just a bunch of simple MS FrontPage html files, and does not collect information about you in any way.

The only time e-mail is sent is if it has something to do with your order. You'll get a small e-mail receipt from the bank immediately after ordering, and then another one within a day or so with the program(s) attached fulfilling your order.

There's no spam, lists, your data is not sold to others, etc. Everything you do here is totally confidential. Nobody is going to call on the phone or send you postal junk mail either.

Read about financial planning software updates.

Use the custom deal form