It's better to first save the downloaded files to your hard drive, and then open them with MS Word or Excel
Some people have problems opening these kinds of files in their browser, which may happen if you regular left click on the links. So...
To download, Right click on a link, and then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel
or Word.
If you're getting various "password" errors when trying to get an Excel spreadsheet to open, then you may not have MS Excel (you probably just have MS Works). You'll need Excel to use most of these financial planning modules.
All of the dollar amount breakpoints are just examples. You should do whatever works best for your business.
The copyrights, notes, arrows, and text boxes shown are not on the actual programs. You can delete them after purchase.
Non-HTML Free Money Software Downloads
Money eBook Free Money eBook about pretty much everything to do with investing and retirement planning.
Sample comprehensive financial plan (the big one - using the
IFP)
Sample financial plan (medium-sized - same as above, but without the fluff, using the
IFP)
Example financial plan (the small version using the IFP)
Directions for presenting the sample financial plan to prospects and paying clients. It's also the best place to start if you're new to the biz and need to know what's going on
User's manual for the integrated financial planning software
Confidential Report Cover (the first page of the client's financial plan reports)
Sample financial plan table of contents
Financial plan introduction page, and disclaimers, of the sample financial plan
Sample financial plan page showing the to do list of implementing the plan
Sample client Level of Services Tool (for showing clients what investment management services you offer)
The interview notes, concerns, and objectives page of the free sample financial plan
Explanation text that goes with the family budget software
Text that explains the net worth projection reports
Asset Allocation Report (detailed explanation of asset allocation software
RP Retirement Planner User's Manual
RWR Retirement Planning Software user's manual
Retirement Software Report - Detailed report explanation about retirement planning
Sample receptionist script for prospects calling into the office
Word docx showing investment asset correlation coefficients
Directions on how to organize and save client computer work
Estate planning and document organizer for use with financial planning calculators
Client screening tool to help weed out undesirable financial planning clients to have mostly good ones
Financial planning services evaluation form
for clients to tell their financial planners how they did after the financial plan was presented
Referral generator (mailing tool to accumulate investment client referrals
Financial planning discovery primer
Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner
A sample piece to help clients understand (Pershing) investment portfolio statements
A financial planning firm bio example
Registered Rep training on how to manage Fee-Based investment accounts
Sample client newsletter about model investment portfolios
"Who the Players Are." A sample introduction to you, your firm, custodians, traders, and your Broker Dealer
Mutual Funds Prospectus management system example
Sample Benchmark Portfolio Monthly Newsletter
The Social Security Administration offers their online benefit calculator to anyone. It's available
by free online downloading from this page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is better than commercial programs that calculate Social Security benefits
Socially Responsible Investment Fact Finder
A cute visual aid that shows how the financial planner is the quarterback at the center of all of the other kinds of professionals (TIFF file - edit it with a graphics editor)
Timekeeping sheet (for tracking time spent on projects)
Those were the popular free financial software downloads
The ones 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 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_financial_planners_and_adviser_earnings.docx - Articles about hiring a financial planner and about earning a living as a financial adviser
About_hedge_funds.docx - Relevant article about hedge funds
AIG.docx - Articles about the worst life insurance company
http://mrmarkettimer.com/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_example_with_downloaded_data.xlsx -
Example of how to easily get online financial statement date to download into money spreadsheets
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
benefits_of_using_financial_plans.docx - Information on the benefits of creating financial plans and about bogus numbers in financial
plans
bond_calculator_demo.xlsx - Bond software demo with 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
Coach_Nick_Rays_Fact_Finder_Revisited.pdf -
Primer about financial planning discovery by financial planning coach Nick Ray
college_calculator_demo_showing_reality.xlsx -
College Planner demo showing the difference between a typical 529 plan and doing
it yourself when markets are down
college_savings_calculator_demo.xlsx - College savings calculator demo
college_savings_reports.docx - Text that helps explain the college planning reports
correlation_coefficients.docx - Screen prints showing how different asset classes moved during a bad month in the markets
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
custodian_download_example.xlsx -
Another part of the example showing how easy it is to download financial statement data into money calculators
disability_insurance_report.docx - Sample disability report for the risk management section of financial plans
emoney.docx -
Article about why eMoney software users should worry
ETFs_make_it_impossible_to_beat_the_markets_anymore.docx - Why the Model Portfolios stopped reaming the markets after the meltdown
example_financial_plan_showing_long_term_care_needs.pdf -
Free example financial plan showing long term care needs
excel_pie_charts.xlsx -
Workbook used to demonstrate how to format Excel pie charts
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_showing_disability_insurance_needs.pdf - Sample financial plan showing disability insurance needs
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 financial calculators
Finra_Conduct_Rule_2214.pdf -
Download Finra's list of rules and regulations
free_exmple_financial_plan.pdf - Basic example financial plan made from the IFP software
free_sample_financial_plan.pdf - Comprehensive 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 -
The late Zig was an icon of life insurance sales, and motivational training, in the 20th century
information_about_long_term_care_insurance.docx - Article about LTC insurance
intermediate_spreadsheet_example.xlsx -
Another part of the demonstration about getting online custodian data to flow into money spreadsheets
investment_benchmarks_example.xlsx - Example of
a benchmark investment portfolio
investment_comparator_demo.xlsx - Investing Comparator demo
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
jim_cramer_crap_stock_picker.docx -
Article about this crazed stock picker
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
long_term_care_insurance_reports.docx - Financial plan report text for long term care insurance
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 65 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
monte_carlo_simulators.docx -
Articles about Monte Carlo simulators in financial plan software
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 About the Broker Dealer business model and then how to grow out of it
mornigstar_stars.docx - 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
NASD_Rule2210_Investment_Analysis_Tools.pdf -
Finra's old piece about financial plan software reviews and compliance
NaviPlan_and_financial_profiles_went_under_again.docx - Press release about EISI (NaviPlan and Financial Profiles) having to be bought out by ZyWave, and then again, by Advicent
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
http://mrmarkettimer.com/Never_Forget_the_Financial_Meltdown.docx - Press articles so you'll never forget about the financial meltdown
personal_finance_gurus.docx -
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 - An old piece with definitions of uncommon 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_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_life_insurance_needs.xlsx -
Retirement plan demo showing the need for life 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
roth_IRA_conversion_example.xlsx -
Retirement plan analysis using Dual RWR to show the difference in Roth converting
sample_financial_plan - Free sample of a full financial plan, but without the fluff to make it simpler
sample_financial_plan_showing_life_insurance_needs.pdf -
Free sample financial plan showing life insurance needs
saving_financial_plan_files.docx - Tips for
financial advisors savings and organizing client files on computers
secret_gold_nuggests_for_financial_planners.docx - Secret files of interest that are only delivered to Bundled Deal customers
Shenanigans_even_at_Warren_Buffett's_BRK.docx - About how even the biggest firms and the richest people on the planet still feel the need to cheat to get even richer
simple_retirement_planner_demo.xlsx - Demo for the most simple retirement planner program
small_sample_financial_plan.pdf - Example of a financial plan reduced to minimum size
thinking_about_money_stops_your_brain_from_working.docx -
Article that explains why understanding money is so hard
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_investors_shoud_have_an_ips.docx -
Article about why Investment Policy Statements are needed
This is the free downloads page 1 of 2
The free HTML downloads are on page
2
of 2
Go to the page with only the
Free Financial Plan
Software Demos
