Consumer Financial Planning Software Online!

How to start the eFinPLAN Planning Process (For a visual see the Watch Our Video Tour)

1.

Click “Buy Your eFinPLAN Today” button.

2.

Establish your account login information: Input your email address, and create a password.

3.

Pay for your first 6-months of $49 with your credit card, by filling out the secure online form.

4.

Begin answering questions in the input questionnaire (no software download).

5.

After you have completed the input questionnaire fields, eFinPLAN will create a comprehensive financial plan report.

  Service Agreement and Cost

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You have unlimited access to your financial plan throughout your first contract year for $98 billed semi-annually for $49.  The annual renewal fee thereafter is $98 per year (billed semi-annually).  We highly recommend renewing so that you don't have to re-enter your information, and to track any ‘life changes’ that may affect your plan. 

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Rates are subject to change in the future; however, we expect to keep fees low in order to help as many people as possible have affordable access to a financial plan. 

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Clients may use the service for their own personal financial planning only.  Access is restricted against plans for others.

  Inputting your data into eFinPLAN

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Provide the information as prompted for each of the input pages.

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The pages have been arranged logically and with simplified financial language for easy completion.

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It is okay if you do not have the information for a particular section of the plan, or the most  up-to-date figure.  Fill the section out to the best of your ability, or skip it.  You will be able to come back to that section to complete it later. 

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You have unlimited access for each subscription year and you can update information at your convenience.  The more accurate the data, the better your plan.  When ‘life changes’ happen, you can update the information to keep your plan current. 

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You may change the assumptions and information any time. You may also run multiple “what-if” scenarios simply by changing any numbers in your input and running a new report.  For example, you may want to run different ‘what if’’ scenarios to determine the amount you would need to save to retire earlier, or to determine how a lower mortgage payment could affect college savings.

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Update the information on your financial plan at least once a year to better track your progress toward your goals.

  Implementing your eFinPLAN financial plan

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At the back of your eFinPLAN report you will find a personalized Action Step checklist. This checklist is an inventory of to-do items to help you keep track of your progress towards your financial goals.

  Security and Privacy

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Click here to review our security and privacy policy

  eFinPLAN Software Updates   

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The planning software will be updated and improved continually as we strive to provide the best and only consumer-oriented financial planning platform available.  We welcome your feedback. 

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eFinPLAN software will be updated throughout the year to comply with any changes that may affect your plan (e.g. tax law changes).