Tools For Money's Site Map for DIY Investors and Financial Planners.

Tools For Money Site Map

This is the HTML Site Map Page 1 of 2 Go to the HTML Site Map Page  2  of 2
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

This is the Alphabetical List of All HTML Pages

Press "Control F" to search for things on this page (quick and easy)

First time visitors: Go to the home page, where the best Information is

Go to the site map of financial planning Word documents, PDFs, and Excel spreadsheets (everything that's not an html web page)

Tools For Money Site Map Information.

401k_asset_allocator.htm - How to use asset allocation strategies to allocate 401k / 403b / 457 and similar retirement plans.

401k_calculator.htm - Product information and directions for the 401k calculator.

401k_calculators.htm - List of most all 401(k) calculators on the web.

529_college_savings_plans.htm - Opinions on what to do about 529 college saving plans.

alternative_litigation_capital_funding.htm - About consumer alternative litigation funding as a potential new asset class.

american_funds.htm - A portfolio model made from the best American Funds to show how mediocre this mutual fund family really is.

asset_allocation.htm - Tutorial primer on asset allocation, our investment track record compared to the markets, and a long tutorial about there being only three ways to manage money, and five ways to perform asset allocation.

asset_allocation_calculator.htm - Comprehensive asset allocation software (not the models nor asset distribution tools).

asset_allocation_calculator_instructions.htm - Instructions for using the asset allocation software (not asset allocation models nor distribution tools).

asset_allocation_models.htm - The page describing the actively-managed dynamic asset allocation models.

asset_distribution_calculator.htm - Asset distribution software (not the model investment portfolios nor asset allocation software).

bond_calculators.htm - Bond portfolio management software.

bond_calculators_instructions.htm - Bond calculator software directions.

business_calculators.htm - Free online calculators for business planning.

buy_term_invest_difference_calculator.htm - Whole life insurance vs. buy term life insurance and investing the difference into mutual funds calculator (AKA BTID calculator).

buying_software_using_paypal.htm - How to buy personal finance software using PayPal.

college_calculators.htm - Free online calculators for college planning.

college_savings_calculator.htm - College planning calculator for tuition funding.

college_savings_calculator_instructions.htm - College funding software instructions.

custom_deals.htm - Page with all of the prices so you can order custom bundled deals.

debt_calculators.htm - Free online debt, credit card, and loan calculators.

default.htm - Tools for Money home page

DFA_investment_software_evaluation.htm - Review of Dimensional Fund Advisors investing platform.

dol_fiduciary_rules.htm - About the new Department of Labor's new Fiduciary Rules in a nutshell.

discount_brokers.htm - About using discount brokers to manage your own investment portfolio

dollar_cost_averaging.htm - Investment dollar cost averaging tutorial.

don't_borrow_to_invest.htm - Why you should never borrow from your home to invest in the financial markets.

downloading_investment_data.htm - How to get your online discount broker to automatically download your account data into our investment software.

emoney_sunguard_financial_software_evaluation.htm - Review of Sunguard's eMoney financial plan software.

endowment_tutorial.htm - A short primer tutorial about endowment fund management.

errors_and_ommissons_tips.htm - Tips for financial planners about E&O insurance.

estate_planning_software.htm - The short version of estate planning and estate planning software after the Jan '13 changes

excel_financial_planning_software.htm - About why MS Excel is by far the best platform for financial software.

excel_pie_charts.htm - How to overcome common Microsoft Excel's pie-chart making problems.

excel_usage_tips.htm - About using Excel financial planning spreadsheets, including how to e-mail just the results to clients so you don't have to send the whole program.

fact_finding_via_email.htm - How to use financial planning fact finders via e-mail or online downloading.

family_money_calculators.htm - Free online money calculators for families.

financial_calculators.htm - Most all free online financial calculators.

financial_plan.htm - Sample financial plan for showing prospects what they'll get when they hire a financial planner using this investment software.

financial_plan_integration.htm - About financial plan software integration and how to integrate financial planning software modules with each other.

financial_planner_coaching.htm - Sales, marketing, and practice management coaching for financial planners.

financial_planner_starter_kit.htm - Suite of the most needed money tools for brand new financial advisors.

financial_planning_agenda.htm - Sample financial planning meeting agenda.

financial_planning_appointment_letter.htm - Sample letter to send to clients coming into the office for the first time.

financial_planning_consulting.htm -'s consulting and custom software development rates.

financial_planning_fact_finders.htm - Investment risk tolerance questionnaire, and client fact finders used by financial planners.

financial_planning_homework.htm - Ancient sample letter for sending to prospects to do homework before the second appointment.

financial_planning_links.htm - Links to select financial websites.

financial_planning_marketing.htm - Contents of a financial planner / investment manager's new prospect marketing binder.

financial_planning_practices_for_sale.htm - A pay page for advisors to list their desire to buy or sell an investment management or financial planning practice.

financial_planning_prospect_binder.htm - Practice management and marketing pieces for financial planners.

financial_planning_prospecting_and_practice_management.htm - Old phone sales scripts, tips, and prospect contact and appointment letters to help keep your sales funnel full.

financial_planning_software.htm - The suite of fully-integrated financial planning software.

financial_planning_software_deals.htm - Discounts when buying all of the investor software a financial planner needs.

financial_planning_software_demos.htm - Instructions and answers to FAQs about the free demonstration programs.

financial_planning_software_evaluations.htm - The current status of all of the financial planning software evaluations, reviews, and comparisons.

financial_planning_software_prices.htm - Detailed list of all of Tools for's financial plan software programs and prices.

financial_planning_software_reviews.htm - Reviews, comparisons, and evaluations of most all financial planning software vendors.

financial_planning_software_redundancy.htm - Learn which modules you don't need to buy in a Bundled Deal to avoid duplication because of redundancy.

financial_planning_software_sale.htm - The page you go to if you're interested in the periodic sale.

financial_planning_software_support.htm - About the three levels of support you can buy for financial planning software.

financial_planning_software_updates.htm - About financial planning software updates.

financial_seminar.htm - Financial planning and retirement planning marketing PowerPoint seminar.

financial_software_testimonials.htm - What customers say about our financial software.

financial_tools.htm - Large collection of free time value of money calculators and tools for making financial plans.

financial_tools_directions.htm - Directions for the financial plan tools.

finra_ccompliance.htm - About financial planning software regarding Finra and Broker Dealer compliance.

fixed_annuities.htm - About the fundamental flaws in the logic of investing in the "safe and guaranteed" world of fixed annuities.

free_money_calculator_downloads.htm - Free financial planning software downloads (page 2 of 2).

free_pc_tips.htm - Tips on buying and living with personal computers.

goals-only_financial_planning_software.htm - Just what it say to compete with other goalware

goals_based_planning_software_instructions.htm - Directions for the Goals-Only Financial Plan Software

goals_vs_cash_flow_based_financial_planning_software.htm - Just what it say to compete with other goalware

hedge_funds.htm - Free opinion on investing in hedge funds.

Go to HTML Site map page 2 of  2

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

© Copyright 1997 - 2017 Tools For Money, All Rights Reserved