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First time visitors: Go to the home page, where all of the best info is
Go to the map of Financial Planning Word documents, PDFs, and Excel spreadsheets
401k_asset_allocator.htm - How to use asset allocation
strategies to allocate 401k / 403b / 457 and similar retirement plans.
american_funds_model.htm
- A portfolio model made from the best American Funds to show how mediocre this mutual
fund family really is.
asset_allocation.htm
- Tutorial about there being only three ways to manage money, and five ways to perform asset allocation.
asset_allocation_calculator.htm -
Comprehensive asset allocation
software (not the models nor asset distribution tools).
asset_allocation_calculator_instructions.htm - Instructions for using the asset allocation software (not asset allocation models nor distribution
tools).
asset_distribution_calculator.htm - Asset distribution software (not the model investment portfolios nor asset allocation software).
average_tax_bracket_calculator.htm - Average / effective federal tax bracket
software.
bond_calculators.htm
- Bond portfolio management software.
bond_calculators_instructions.htm - Bond calculator software directions.
business_calculators.htm
- Free online calculators for business planning.
buy_term_invest_difference_calculator.htm - Whole life
insurance vs. buy term life insurance and investing the difference calculator.
buying_software_using_paypal.htm - How to order
investment software using PayPal.
college_calculators.htm -
Free online calculators for college planning.
college_savings_calculator.htm -
College planning calculator for tuition
funding.
college_savings_calculator_instructions.htm - College funding software instructions.
debt_calculators.htm - Free
online debt, credit card, and loan calculators.
default.htm - Tools for Money home page
discount_brokers.htm -
About using discount brokers to manage your own investment portfolio
dollar_cost_averaging.htm - Investment dollar cost averaging tutorial.
don't_borrow_to_invest.htm - Why you should never borrow from your home to invest in financial markets.
downloads.htm
- Free financial planner software downloads (page 1 of 2).
downloads1.htm - Free
personal finance software downloads (page 2 of 2).
endowment_tutorial.htm - A short primer tutorial about endowment fund management.
errors_and_ommissons_tips.htm - Tips for financial planners about E&O insurance.
excel.htm - About using Excel financial planning spreadsheets. Including how to e-mail just the results to clients so you don't have to send the whole program.
excel_pie_charts.htm - How to overcome common Microsoft Excel's pie-chart making problems.
fact_finding_via_email.htm - How to use financial planning fact finders via e-mail or online downloading.
family_money_calculators.htm
- Free online money calculators for families.
financial_calculators.htm - Most
all free online financial calculators.
financial_plan.htm - Sample financial plan for showing prospects what they'll get when they hire a financial
planner using this investment software.
financial_plan_integration.htm - About financial plan software integration and how to integrate financial planning software modules
with each other.
financial_planner_coaching.htm - Sales, marketing, and practice
management coaching for financial planners.
financial_planner_directory.htm - A place for
financial planners to list their practices for free (states starting with letter A).
financial_planner_listings.htm - A place for financial advisors to list their practices for free (states starting with letter M).
financial_planner_starter_kit.htm -
Suite of the most needed money tools for brand new financial advisors.
financial_planners.htm - How financial planners can get a free directory listing.
financial_planning_agenda.htm - Sample financial planning meeting agenda.
financial_planning_appt_letter.htm - Sample letter to send to clients coming into the office for the first time.
financial_planning_binder.htm -
Practice management and marketing pieces for financial planners.
financial_planning_consulting.htm - Toolsformoney.com's consulting and custom
software development rates.
financial_planning_fact_finders.htm - Investment risk tolerance questionnaire, and client fact finders used by financial
planners.
financial_planning_homework.htm - Ancient sample letter for sending to prospects to do homework before the second appointment.
financial_planning_links.htm - Links to select financial websites.
financial_planning_marketing.htm - Contents of a financial planner/investment manager's new prospect marketing binder.
financial_planning_practices_for_sale.htm - A
page for people to list their desire to buy or sell an investment management or
financial planning practice.
financial_planning_software_comparisons.htm - Comparisons with other financial planning software vendors.
financial_planning_software_deals.htm - Discounts when buying all of the software a financial planner needs.
financial_planning_software_demos.htm - Instructions and answers to FAQs about the free demonstration programs.
financial_planning_software_prices.htm - Detailed list of all of Tools for money.com's financial plan software programs and prices.
financial_planning_software_redundancy.htm - Learn which modules you don't need to buy in a Bundled Deal to avoid duplication because of redundancy.
financial_planning_software_reselling.htm - All about professional salespeople
that want to make money by selling our investment software to financial advisors.
financial_planning_software_sale.htm - The page you go to if you're interested in the periodic sale
and/or the Lifetime Subscription.
financial_planning_software_support.htm - All about the three levels of support you can buy for financial planning software.
financial_planning_software_updates.htm - About financial planning software updates.
financial_seminar.htm - Financial planning and retirement planning marketing PowerPoint seminar.
financial_software_testimonials.htm - What customers say about our financial software.
financial_tools.htm - Several time value of money calculators and tools for making financial plans.
financial_tools_directions.htm - Directions for the financial plan tools.
finra_ccompliance.htm - Read about financial planning software regarding FINRA and Broker Dealer compliance.
fusion_wealth_planning_process.htm -
A turnkey practice management and wealth building marketing system for financial
planners.
hedge_funds.htm - Free opinion on investing in hedge funds.
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