Ordering Financial Planning Software Using PayPal

All PayPal sales are always 5% off!

Financial Planning Software and Investment Software for Financial Planners

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It only take a few minutes to open a new eBay / PayPal account
But after that, it takes a few days to become "verified"

PayPal is a unique way of transferring money, because it transfers directly from your PayPal account to our PayPal account.

Money gets put into your PayPal account directly from your bank account, credit card, or other PayPal users sending you money.

The transfer is immediate, which means you can usually receive products within the hour. But if you use the "eCheck" option, it takes four business days for your check to clear, which holds up product delivery.

PayPal charges us a fee, but it's lower than our bank's credit card sale fee, so that's why there's a discount. PayPal does not charge you anything.

Call (800) 658-1824 or send e-mail if you want someone to work out the correct price for you after the discount. Please follow the steps below if you want to do it yourself.

Step 1) Determine the total price after the 5% discount.

Add the prices of everything you want together. The list of all programs and prices is here.

Subtract 5%. This is the total amount needed for Step 4.

If you're buying something that's currently on sale, then here's how to do it:

Subtract the sales discount, then subtract the PayPal discount. For example, if the $899 Full Bundled Deal is on sale for 25% off, it would go down to $599 like this:
                $899
-25% or   -225
                $674
  -5% or     -34
                $640

There's no $640 button on the form, so the next lowest price is $639.

Step 2) If you want your program(s) delivered via e-mail, then that's the price. If you want delivery via CD in the regular postal mail, then add $9. This $9 is waived for all of the Bundled Deals.

Step 3) Prepare to go to the secure PayPal ordering form.

The only thing on the form is bunch of prices and the "Buy Now" PayPal icon.

Clicking on a radio circle button next to the dollar amount will make that amount of money go from your PayPal account to our PayPal account.

Click on the button that's the closest to the total amount of your order. For example, if your total from Step 2 is $127, and the two closest prices are $125 and $129, then click the lesser amount.

Please input the names of the product(s) you want with the level of support into the Notes/Description field, which may say, "Send more information to Mike." This is where you tell us what you're ordering. It's also helpful to tell us the total price before the discount(s).

Click "Buy Now" at the bottom left.

The PayPal website will then come up, where you input your account details.

Step 4) Go to the secure PayPal form

Thanks!

Important information about using PayPal

If you follow one rule, then PayPal works great: Never do anything with any e-mail from PayPal!

It's never from PayPal. The only time you'll get valid e-mail from PayPal is when you make a transaction (or you're opening a new account, or you changed your PayPal e-mail address).

If you do get an e-mail from PayPal saying you need to do something to your account, just log in and you'll see that you don't need to do anything (don't click on any of the links in the e-mail to says it goes to the PayPal login page).

PayPal asks that you forward all fraudulent e-mails to spoof@paypal.com

Then delete it immediately. If you put it on your spam blocking list, then all valid e-mail from PayPal will probably be blocked. Then you'll have to waste time unblocking it.

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