The Investment Portfolio Building Kit  is 25% off!

There's some big programs coming (like turning the IFP from a bunch of spreadsheets into a real program using an Excel complier), so you'd essentially be getting all future innovations for free. In this example, we'd charge $500 for the new program, so the price of the Bundled Deal and the Lifetime Subscription would go up ~$400. So no matter how you look at it, the price of this is only going to go up, not down, so the longer you wait, the more it will cost. The sooner you lock in the deal, the more free stuff you'll get, for more years, and so the cheaper everything gets on average.

No, this does not include anything we'd normally bill $100 an hour for. This deal also does NOT include the Fusion Wealth Planning Process.

Yes full support means full e-mail and phone support.

Yes, if you've recently bought something, you'd get credit for that.

In case you're wondering about the weird price, if you subscribed to the fully-supported Bundled Deal with Models and Mutual Fund Pick subscription for five years, the total cost would be the same. So if you're still around in six years, then you get free personal finance software for the rest of your life.

If you've been a Bundled Deal customer for five years, no you do not automatically have a Lifetime Subscription, even though you paid just as much over time. Contact Mike and we'll work something out. We want problem customers/clients in our biz just as much as you want them in yours, so we don't take everyone.

Lifetime means until you croak or we go out of biz. So this probably means until you croak because family will take this over when Mike croaks (and Mike has been a die-hard Life Extensionist since 1984, and plans to be 150 or the oldest human on record, so he'll probably be around for at least another 50 years). If not, then family will take everything over (Mike is training nephews now) and sell and support things. There probably won't be any new products and fixing bugs in existing products will be slow. The mutual fund picks and model updating will end because Mike is the only that can do that. He tried training a smart CFP once and it's clear that's there's so many mundane details to account for that he's the only one that can do it.

So you're making a bet that you'll be alive and in the biz for more than five years. You're also betting that the site can't be sold for $5M in your lifetime (or $3M if Mike is off the hook when it comes to maintaining the models and fund picks). That's the minimum price. We'll be sure to have the deal in writing that the new owners will have to honor the Lifetime Subscription, but who knows what's going to happen is someone like Morningstar buys it. If they won't then Mike will refund half your money. BTW - If you can find a buyer, we'll give you a 10% finders fee. That's right, you find and introduce us to someone that ends up buying the site for $5M, we will give you $500k! So get to work on that. ☺

The price is less than two years worth of NaviPlan or MoneyTree, about three years worth of ESPlanner or Financial Profiles, and about four years with most all other financial plan software vendors (none of which have a turnkey money management system).

Keep in mind that all financial plan software vendors make their software expire annually, so they can suck more money out of you. What usually happens, is one invests a ton of time, work, and money into something they don't like, then they cancel for whatever reason when they get a bill that's a lot more than last year's bill (they kept using it even though they didn't like nor understand it, because of all the money and time invested in learning it).

Then they have to start over learning everything from scratch from a vendor that's pretty much the same as the last one, but with a totally different system. So why invest a lot of time learning how something works, when you know you'll probably not be using it next year? This critical lack of investment in your business leads to making bad financial plans (and you won't thrive like that).

With the Lifetime Subscription, you'd automatically get everything for free the day there's a new version. When you know you have a Lifetime Subscription, you can feel better about investing a lot of resources into becoming an expert at it. This removes the fear of making a bad investment.

Once you know you'll be using this for a long time, you'll be happy to have user's manuals put you sleep. You'll also be happy learning the details of every cool feature, which will do wonders for your practice (like Excel's Goal Seek, which allows you to do every "What-if" scenario as every other vendor, plus dozens more they can't do).

Plus, over your career, only having to learn one system will save you around 100 - 200 hours of work. If your time is worth $100 an hour, that's $10,000 to $20,000 saved.

You'll also feel more like "an owner," so you'll have more input on new versions (so it will do what you want).

So no matter how you look at this, we think it's an awesome bargain. Over a few years, the money made / money not lost / money earned from just the mutual fund recommendations will add up to being more than the total cost.

Please note a couple of ownership things:

- As with everything on this site, there's no refunds for any reason, period. So we're stuck married together for life with no chance for parole.

- The owner of the subscription can only be one human (not a firm nor a partnership, etc.). So when that one human that is in the database as being the one and only owner dies or goes away for whatever reason, then the subscription ends. So if you sell your firm, die, retire, leave the firm, whatever, the firm (or family) will not continue to have the subscription. So make sure the one and only human's name in the database is the correct one, because it cannot be changed once the deal is done. If you sell your firm, retire, or let your family run it, then we'll still send you the files, and then you can just give it to them (we'll never know nor find out, so you can do that). But once you croak, that's it, nobody else gets anything without feeding us more money.

Subscribe for life now using the secure credit card order form

Sale Info

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.

Please note that due to Microsoft indifference, if the colors don't look great, it's because they
didn't care to bother with color compatibility between versions. You'll get a
spreadsheet with good colors when you buy. Answers to frequently Asked Questions About Sales

· Yes you can add support with the same percentage off of the support price, now or later.

· Yes if there are add-ons to the module you want, all of those are also on sale. They need to be on the same pricing table as the main product.

· Yes when Bundled Deals are on sale, both the sale and PayPal discounts apply on top of prices which are already heavily discounted. So the full Bundled Deal, which is already up to 32% off regular prices, could be discounted down to over 50% off of regular prices.

For example, if you were to buy everything in the full Bundled Deal separately, it would cost $1,782. The Bundled Deal discounts that down to $1,099, or around 38%. A 25% sale would lower the price to $824, and then using PayPal on top of that would lower the price to $783. There is no $783 price on the form, so you'd use the next lowest price, which is $779. So if you time it right and use PayPal, you can get up to 56% off.

· Yes, you can make your own custom deal by making a list of everything you want and then buying it before the deadline. Call (800) 658-1824 or e-mail your list. As long as you make your request while the sale is on, you can still get the discount even if you don't buy until the end of the day.

· Yes, consumers get the same discounts/deals/treatment/support/attention as professional financial planners, investment managers, etc.

· 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 markdown is applied to the regular prices. We'll probably take a little off of your quoted price if the product(s) went on sale after you quote was done.