Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bundled Deals for Financial Professionals

$799

$889

$959

$1,830 if you bought everything separately, which is a 47% discount

$899

$949

$999

Lifetime Subscription

$3,265

With E-mail Only Support

New Financial Planner Starter Kit

Regular Starter Kit

Alphabetical Financial Software List

Unsupported

With E-mail Only Support

With E-mail and Phone Support

401(k) Calculator

$5

$10

$15

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Allocation Models

Unsupported

With E-mail Only Support

With E-mail and Phone Support

One-time Asset Allocation Models and Mutual Fund Picks

$150

$175

One-time Asset Allocation Models and Mutual Fund Picks, with Investment Fact Finder

$174

$199

One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year

This is a great option for individual investors that just need to set things up once using the no-load models, then want the mutual funds updated to keep the portfolio up-to-date

$197

$224

One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year, with Investment Fact Finder

$223

$248

Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year

$350

$400

Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year, with Investment Fact Finder

$374

$425

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Allocation Software

$200

$225

$250

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bond Calculators

$40

$50

$60

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Budgeting Software

Free

N/A

N/A

Cash Flow Projector with Cash Flow Fact Finder

$19

$24

$29

Client Agreement Contract Template

$25

Marketing Tri-Fold Brochure Template

$35

Both Client Agreement and Marketing Tri-Fold

$50

Unsupported

With E-mail Only Support

With E-mail and Phone Support

College Planning Calculator (Single-student)

Single Student College Planner with College Fact Finder

Multiple Student College Planner with College Fact Finder

Financial Planning Fact Finders

Cash Flow / Incomes / Expenses (Family budgeting, part of Fact Finder Part II, 9 pages)

Estate Planning Summary / Insurance (Life insurance, Disability, LTC, and P&C) Summary Fact Finder (Part of Fact Finder Part II, 10 pages)

College Planning (Part of Fact Finder Part II, 6 pages)

Retirement Planning (Part of Fact Finder Part II, 6 pages)

Existing Client (Refreshes investment and retirement data, 15 pages)

Business Owner Fact Finder (Employee census data, etc., 11 pages)

$10

Fact Finder Part I (Basic family info, includes the investment Fact Finder, 17 pages)

$50

$36

Fact Finder Part III (For collecting detailed investment asset data, 19 pages)

$24

In-Person Interview Fact Finder (37 pages)

$60

Fact Finders Bundled Together with Discounted Prices

Fact Finder Parts I and II

$75

Fact Finder Parts I, II, and III

$85

In-Person Fact Finder with Fact Finder Part II

$80

In-Person Fact Finder with Fact Finder Parts II and III

$100

All Fact Finders Listed Above

$125

All Fact Finders Listed Above with Investment Policy Statement

$150

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Unsupported

With E-mail Only Support

With E-mail and Phone Support

IPS Software (Investment Policy Statement Template)

$35

IPS Software with Investment Fact Finder

$60

Investment Policy Statement Software with All Fact Finders

$150

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Life Insurance Software

$25

$35

$45

Life Insurance Software with Insurance Fact Finder

$28

$38

$48

Money eBook

$5

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Mutual Fund Recommendations

N/A

$25

$30

One year of monthly-updated Mutual Fund Recommendations

N/A

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Net Worth Calculator

$25

$30

Net Worth Calculator with Asset Fact Finder

$34

$39

$44

Net Worth Projector with Asset Fact Finder

$43

$48

$53

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Rental Real Estate Software

$20

$25

$30

Five-Property Rental Real Estate Software

$29

$35

$40

Unsupported

With E-mail Only Support

With E-mail and Phone Support

RP Basic Retirement Planner

$20

$25

$30

Retirement Planner with Retirement and Cash Flow Fact Finder
(Consumers don't need Fact Finders)

$24

$28

$34

Retirement Planner with Budget Software and Cash Flow Projector
(Cash Flow Projector has Budget Software included)

$29

$35

$39

Retirement Planner with Budget Software and Cash Flow Projector and Retirement and Cash Flow Fact Finders

$33

$40

$43

Unsupported

With E-mail Only Support

With E-mail and Phone Support

RWR - The Real World Retirement Planner

$100

$125

$149

Single RWR with Retirement and Cash Flow Fact Finders
(Consumers don't need fact finders)

$104

$129

$153

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Dual Real World Retirement Planner

$150

$175

$200

Dual RWR with Retirement and Cash Flow Fact Finders
(Consumers don't need fact finders)

$154

$179

$204

Seminar for Financial Planning Prospecting

$100

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Simple Retirement Planner

$10

$15

$20

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Time Value of Money Calculators