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There needs to be this color of sale text under Site Information on top of the left-hand green column of this page when you order to get these sale prices |
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Site Information Confused? It Makes More Sense if You Start at the Home Page Why We're Better at Financial Software Price List of All Personal Finance Software Modules How to Buy Money Calculator Software in General Huge Discounts for Financial Planning Advisers and Money Managers New Financial Planner Starter Kit Professional Investment Portfolio Building Kit Financial Plan Software Support Personal Finance Software Updates Site Info, History, Ordering Security, Privacy, FAQs Questions About Financial Planning Software Sale? Call (800) 658-1824 or Send E-mail Free Downloads and Money Tools Free Sample Comprehensive Financial Plans Free Downloads, Investing Tips, and Tutorials All Financial Plan Software Module Demos Listed on One Page Links to Other Personal Finance Websites The World's Best Free Retirement Calculator Other Free Retirement Calculators Free Bond Yield to Maturity Calculator Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous Pages of Interest How to Get Your Brokerage Account Data to Download into Our Financial Tools About Financial Plan Software Integration About Portfolio Management Software and CRM Software About Using Monte Carlo with Personal Finance Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
The only "permanent sales" are: The Current and Temporary Sale Is: You can e-mail, call (800) 658-1824, or figure the price and place the order yourself by following the steps below Here's how to buy discounted software on sale via the secure credit card forms, without having to e-mail or call first: Prices shown on the site are never discounted (to account for sales), so you'll need to determine the final sale price manually using the steps below. Step 1) Add up the total pre-sale prices of all of the products you want. Here's the list of all financial plan software prices. Step 2) Subtract the sale discount percentage from your total pre-sale price. Only the product(s) listed at the top of this page are on sale, so please don't apply discounts to items on your list that are not on sale. This is now your total price. Step 3) Prepare to go to the ordering form. You'll click the link next to the price to go to that secure ordering form. For example, if the pre-sale price is $100, and the sale percentage discount is 25%, Step 2 would make the total amount $75. Fill out the rest of the order form normally, inputting the product name(s) on sale into the comment section at the bottom. If it's too much to fit into the field, just input, "see my sale e-mail" and then e-mail the details. Step 4) Go to the secure custom deal credit card ordering form. By clicking this link, you'll go to just a long list of prices. Just click on the link next to your total discounted price. Step 5) After the order is approved, then please send an e-mail telling what you did. If everything matches, then your files will be sent as if it was a normal order, and we won't to play phone or e-mail tag. If not, we'll have to work it out. If you're not sure, please e-mail or call first to avoid having to do credits or having to fill out an order form again to pay the difference. Your order needs to be complete before the sale window ends, which is one hour after the purple sale text link is removed from under Site Information on top of the left-hand green column on this page. Answers to Frequently Asked Questions about Sales • Yes you can add support with the same percentage off of the support price, now or later. The price would just be the difference between unsupported and supported on the price lists. • Yes if there are add-ons to the module you want, all of those are also on sale (like getting the associated fact finder with a module). They just need to be in the same pricing table section as the main financial tool. • Yes when Bundled Deals are on sale, both the sale and other discounts apply on top of prices which are already heavily discounted. For example, if you were to buy everything in the full Bundled Deal separately (with phone support), it would cost $2,055. The Bundled Deal discounts that down to $999, or around 51%. A 25% sale would lower the price to $750. • If there's a sale of any kind, other than just benchmarking or consulting rates, that means we're in the mood to "make a deal," or it's just a temporary experiment. If the sale is just on benchmarking or consulting rates, then there's no discounts on personal finance software. So, if there's a software sale, then you usually can make your own custom deal by making a list of everything you want and then buying it before the sale deadline, and still get a discount. Call (800) 658-1824 or e-mail your list. As long as you make your request while the sale is on, you may still get a discount, even if you don't buy until the end of the day. But once midnight passes, it's a new day, and the sale may not be going. • Yes, consumers get the same discounts / deals / treatment / support / attention as professional financial planners, investment managers, etc. • No, sales do not apply to the New Financial Planner Starter or Investment Building Kits. These are already at rock bottom prices! • No, if you got a quote for a custom deal before, the percentage markdown is not taken off of your previously quoted deal price. The sale discount is applied only to the regular prices you see on the pricing tables. We'll probably take a little off of your quoted price if the product(s) went on sale right after your quote was done. So please don't take an extra 25% off a deal by yourself with the order forms if there's a new sale today, and you got a quote for a deal that took 15% off everything last week. |
Personal Finance Software Modules For Sale (are listed below) Fully-Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Historical Portfolio Performance Comprehensive Asset Allocation Calculator Asset Allocation Models with Investment Track Record Monthly Updated Mutual Fund Picks TVM Financial Tools and Free Financial Calculators Financial Planning Fact Finders Investment Policy Statement Software Investment Software for Comparing 27 of the Most Common Investment Strategies Life Insurance Needs Calculator Rental Real Estate Analysis Software Money eBook for DIY Investors and Financial Advisers Financial Planning Marketing Tools Our Unique Financial Services Fee-only Hourly Consulting on Anything You're Willing to Pay For Using Custom Investment Benchmark Portfolios to Compare Performance Free Financial Planner Directory Coaching for Financial Planners Pay Listings for Buying or Selling an Investment Management or Financial Planning Practice Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans |
