Free Money Calculator Downloads for Financial Planning.

Some people have problems opening these kinds of files in their browser, which is what will probably happen if you regular left click on the links. So first download files to your hard drive to be opened with Excel or Word:

Right click on a link below, and then choose "Save (Target) As..." to save to a folder of your choice. Then open the file with MS Excel or Word. Sometimes the web server doesn't work well with weird browsers, or it just may not work if it's not configured right. Please send e-mail if you have any problems, and files will be sent to you. Answers to frequently asked demo questions, and instructions on how to use the demos.

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 plan modules. To see, just go to Start, All Programs, and see if you have Excel loaded on your computer.

All of the account dollar amount breakpoints you'll read are just examples. You should do whatever works best for your business.

None of the demos are functional. You'd need to buy it to get a working version.

Non-HTML Download Freebies

The HTML Financial Planning Freebies Are Here

Our FREE Financial Calculators (2.8Mb spreadsheet) Most all free online financial calculators on the web

The world's most powerful FREE online retirement calculator (1.1Mb spreadsheet)

The bond calculator's "demo" has the most functional FREE bond yield to maturity calculator ever to be on the web (7Mb Excel spreadsheet)

Sample Comprehensive Financial Plan (choose between three PDF files or many demo downloads): Sample plan 500Kb PDF #1 Sample financial plan 750Kb PDF #2 Financial sample plan 200Kb PDF #3

Directions for presenting the free sample financial plan to prospects and paying clients (100Kb investment software Word doc)

Confidential Report Cover (35Kb Word doc for the first page of the client's financial plan reports)

Financial plan table of contents (22Kb Word doc)

Sample Client Level of Services Tool (for showing clients what investment management services you offer, 35Kb Word doc)

Financial plan introduction page, and disclaimers, of the sample financial plan (33Kb Word doc)

Sample client newsletter about model investment portfolios (37Kb Word doc)

The interview notes, concerns, and objectives page of the free sample financial plan (26Kb Word doc)

Estate planning and document organizer for use with financial planning calculators (90Kb Word doc)

Financial planning services evaluation form for clients to tell their financial planners how the did after the financial plan was presented 55 Kb Word doc).

Sample financial plan page showing the to do list of implementing the plan (42 Kb Word doc)

Referral generator (mailing tool to accumulate investment client referrals (35Kb Word doc)

Asset Allocation Report (detailed explanation of asset allocation software, 110Kb Word doc)

A page to help clients' figure out what's important about life and money to them (31Kb Word doc)

Prospectus management system example (24Kb Word doc)

Registered rep training on how to manage fee-based investment accounts (57Kb Word doc)

The Social Security Administration offers their online benefit calculator to anyone. Their CD is $51, but 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

Financial planning discovery primer (157Kb PDF)

Socially Responsible Investment Fact Finder (22Kb Word doc)

Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The 605 Kb PDF is here, and the site is: http://www.bls.gov/oco/ocos259.htm

"Who the Players Are" A sample introduction to you, your firm, custodians, traders, and your Broker Dealer (22Kb Word doc)

Directions on how to organize and save client computer work (44Kb Word doc)

A sample receptionist script for prospects calling into the office (11Kb Word doc)

A cute visual aid that shows how the financial planner is the quarterback at the center of all of the other kinds of professionals (47Kb TIFF file - open it with a graphics editor)

A firm bio example (48Kb Word doc)

A sample piece to help clients understand (Pershing) investment portfolio statements (32Kb Word doc)

Old unfavorable research report on the Janus family of mutual funds (72Kb Word doc)

Timekeeping sheet (for tracking time spent on projects, 33Kb Word doc)

Client screening (to weed out undesirable financial planning clients and only have good ones (53Kb Word doc)