Free Financial Plan Software Downloads
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Financial Planning Freebies and Investment Tips

Timekeeping sheet (for tracking time spent on projects)

Those were the popular free financial software downloads

These below were just pasted from the non-HTML site map page, and has them all:

All Word Documents and Excel Spreadsheets in Alphabetical Order

401k_calculator_demo.xlsx - Demo for the free 401(k) calculator so you can see what it looks like with sufficient input

401k_plan_management.docx - Relevant press articles about 401(k) plans

529_Plans.docx - Press articles about 529 college savings plans

About_hedge_funds.docx - Relevant article about hedge funds

About_financial_planners_and_adviser_earnings.docx - Articles about hiring a financial planner and about earning a living as a financial adviser

AIG.docx - Articles about the world's worst life insurance company

Ameriprise_cloud_hacked.docx - Press articles about why you should avoid financial cloud computing

Annuity_Investing.docx - Articles about annuity investing

asset_allocation.xlsx - Demo for the comprehensive asset allocation software

asset_allocation_text.docx - Report explanation text for clients to understand the comprehensive asset allocation calculator reports

asset_distribution_calculator_demo.xlsx - Asset distribution software demo

bond_calculator_demo.xlsx - Bond software demo with free YTM calculator

buy_term_invest_the_difference_demo.xlsx - Buy term life insurance and invest the difference into mutual funds vs. whole life insurance calculator demo

cash_flow_demo.xlsx - Cash flow projector demo

college_calculator_demo_showing_reality.xlsx - Single-student College Planner showing the difference between a typical 529 plan and doing it yourself

college_savings_calculator_demo.xlsx - College savings calculator demo

college_savings_reports.docx - Text that helps explain the college planning reports.

Cost_of_Kids_Article.docx - Press article about the costs of raising children

current_budget_&_cash_flow.xlsx - Demo for the family budget module of the IFP

current_college.xlsx - Demo for that module of the IFP

current_life_insurance_for_oldest.xlsx - Demo for the life insurance module of the IFP

current_life_insurance_for_youngest.xlsx - Demo for the capital needs analysis module of the IFP

current_net_worth.xlsx - Demo for the net worth calculator module of the IFP

disability_insurance_report.docx - Sample disability report for the risk management section of financial plans

ETFs_make it_impossible_to_beat_the_markets_anymore.docx - Why the Model Portfolios stopped reaming the markets after the meltdown

family_budgeting_reports.docx - Family budget and cash flow report explanation

financial_documents.docx - Estate planning and relevant personal document organizer

financial_plan_implementation.docx - Sample financial plan piece showing the To-do list of implementing the sample financial plan

financial_plan_interview_notes.docx - The interview notes, concerns, and objectives page of the free example financial plan

financial_plan_introducton.docx - Financial plan introduction and disclaimer

financial_plan_report_cover.docx - Sample report cover for financial plans

financial_plan_table_of_contents.docx - Table of contents for the free sample financial plan

financial_planner.xlsx - Demo for the retirement planning module of the IFP

financial-planners.pdf - A page from the US Department of Labor about being a financial planner

financial_planning_client_screening.docx - Ancient flowchart showing the basics of how to screen financial planning clients

financial_planning_evaluation.docx - 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_firm_bio.docx - Sample firm bio for marketing and prospecting

financial_planning_office_call_ins.docx - Sample script for receptionists at a financial planning or investment management firm

financial_planning_players.docx - Sample investment management firm's new prospect binder - "Who the players are" piece

financial_planning_referrals.docx - Tool for getting financial planning and investment management client referrals

financial_planning_services.docx - An example of client level of services for each level of fees

financial_planning_software.docx - User manual for the Integrated Financial Planner software.

financial_quarterback.tif - Graphic showing financial planning clients the role the financial planner has with other financial advisors

financial_seminar_demo.docx - Financial planning and retirement planning investment seminar demo

financial_statements.docx - Sample client newsletter on how to understand (very old Pershing's) investment statements

financial_tools_demo.xlsx - Time value of money calculators demo with a large collection of free financial calculators

FINRA_Conduct_Rule_2214.pdf - Download FINRA's list of rules and regulations

free_401k_calculator.xlsm - Download and use the world's best free 401(k) calculator program

free_integrated_example_financial_plan.pdf - PDF 2 of 2 for the basic example financial plan made from the Integrated Financial Planner

free_integrated_sample_financial_plan.pdf - PDF 1 of 2 for the basic sample financial plan made from the Integrated Financial Planner

hidden_costs_of_home_ownership.docx - Article about the hidden costs of owning a home

in_memorial_of_zig_ziglar.docx - Zig was an icon of life insurance sales in the 20th century

information_about_long_term_care_insurance.docx - Article about LTC insurance

investment_benchmarks_example.xlsx - Example of a benchmark investment portfolio

investment_comparator_demo.xlsx - Investing Comparator demo at 10% - proving that there's little value in most all tax-wrappers these days (compare to the next two demos)

investment_comparator_demo_at_5_percent.xlsx - Investing Comparator demo at 5% - proving that there's no value anymore in most all tax-wrappers (compare to the previous and next demos)

investment_comparator_demo_at_15_percent.xlsx - Investing Comparator demo at 15% - proving that there's no value anymore in most all tax-wrappers (compare to the previous two demos)

investment_planning.xlsx - Comprehensive asset allocation calculator demo for the Integrated Financial Planner

investment_portfolio_benchmarking.docx - Old sample of a benchmark portfolio report using variable annuity subaccounts.

investment_portfolio_trading.docx - Ancient tutorial for financial planners on how to make investment portfolio trades

Just_say_no_to_American_Funds.docx - Why you should avoid buying or marketing American Funds

life_insurance_calculator_demo.xlsx - Life insurance calculator demo

Life_insurance_company_business_model.docx - Articles about the life insurance company business model

life_insurance_needs_reports.docx - Text that explains the life insurance needs reports.

life_priorities.docx - A tool to help financial planning clients sort their life goals

market_timing_model_calculator.xlsx - Demo for the market timing calculator

model_portfolio_demo.docx - Investment model portfolios demo showing historical yields and returns for all 69 model portfolios

model_portfolios_newsletter.docx - Sample client letter for understanding model investment management software

money_management_presentations.docx - Financial planner training on presenting financial planning reports to clients / prospects

More_about_ETFs.docx - Everything you wanted to know about why, if you're not a trader, to avoid ETFs and just use regular old open ended mutual funds

more_on_why_you_should_be_your_own_ria.docx - More information about the obsolete Broker Dealer business model and then how to grow out of it

mornigstar_stars.docx - Information about Morningstar's Mutual Fund Star ratings

multiple_college_calculator_demo.xlsx - Five-student college planner demo

multiple_rental_property_calculator_demo.xlsx - Five-property rental real estate investing IRR calculator demo

mutual_fund_prospecti.docx - Ancient sample system for managing supplies of mutual fund prospecti

NAPFA_Financial_Plan_Checklist.docx - An old checklist for making financial plans from NAPFA

naviplan_and_financial_profiles_went_under_again.docx - Press release about EISI (NaviPlan and Financial Profiles) having to be bought out (again) by Zywave

net_worth_calculator_demo.xlsx - Net worth calculator demo

net_worth_projector_demo.xlsx - Net worth projector demo

net_worth_reports.docx - Net worth report explanation

Never_Forget_the_Financial_Meltdown.docx - Press articles so you'll never forget about the financial meltdown

personal_budget_software_demo.xlsx - Free family budgeting software and demo for the Cash Flow Projector

personal_finance_gurus.docx - Information about why you shouldn't listen to so-called "personal finance gurus"

portfolio_benchmarks_demo.xlsx - Sample of how to evaluate investment portfolios using proper benchmarks

portfolio_benchmarks_newsletter.docx - Sample client performance review letter about benchmark investment portfolios

portfolio_optimization.docx - A very old piece with definitions of not-common-used investment portfolio optimization terms

proposed_budget_&_cash_flow.xlsx - Demo for the budgeting and cash flow module of the IFP

proposed_college.xlsx - Demo for the personal budget module of the IFP

proposed_life_insurance_for_oldest.xlsx- Demo for the life module of the IFP

proposed_life_insurance_for_youngest.xlsx - Demo for the life insurance needs module of the IFP

proposed_net_worth.xlsx - Demo for the budgeting module of the IFP

real_estate_software_demo.xlsx - Rental real estate software demo

rental_real_estate_reports.docx - Text that helps explain the rental real estate analysis reports

retirement_calculator.xlsm - Download and use the world's most powerful free online retirement calculator

retirement_calculator_demo.xlsx - Current RP retirement calculator demo

retirement_calculator_manual.docx - User's manual for the RP retirement calculator

retirement_disability_planning.xlsx - Retirement planner demo showing the perils of not buying disability insurance

retirement_long_term_care.xlsx - Retirement planner demo showing the perils of not buying LTC insurance

retirement_plan.xlsx - Proposed RWR retirement plan demo with retirement planning recommendations

retirement_planner.xlsx - RP's retirement plan demo with retirement planning recommendations

retirement_planner_demo.xlsx - Dual RWR retirement software demo where you can see current and proposed plans at the same time, using the qualified bucket approach, manual overrides, and gap funding

retirement_planning.xlsx - Dual RWR retirement software demo where you can see current and proposed plans at the same time, with gap funding

retirement_planning_software.xlsx - Dual RWR retirement plan demo showing the asset allocation bucket approach to inputting data

retirement_software.docx - Text to help clients understand the RWR retirement software report

retirement_software_demo.xlsx - Current RWR retirement planning software demo

retirement_software_manual.docx - RWR retirement software user's manual

S&P 500_Returns.jpg - See a monthly-updated chart showing how the S&P 500 has (greatly under) performed compared to 30-day Treasury CDs since back in the last century

saving_financial_plan_files.docx - Tips for savings files and organizing client files on computers

simple_retirement_planner_demo.xlsx - Demo for the most simple retirement planner program

Shenanigans_even_at_Warren_Buffett's_BRK.docx - Read about how even the biggest firms and the richest people on the planet still feel the need to cheat to get even richer

time_keeping_tool.docx - Tool to help keep track of billable time

wall_street_week_market_timing_analysis.docx - Ancient newsletter about the very long term results of stock market timers

warning_for_annuity_salespeople.docx - A sample of what can happen when you peddle annuities

why_portfolio_income_is_needed.docx - Articles about why it's critical to construct investment portfolios to produce retirement income

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