Name: | eFinPLAN, LLC |
Website | eFinPLAN.com |
What is eFinPLAN | The first online financial planning software for consumers, easy-to-use, affordable - provides an extensive financial planning report: “Online - Use anywhere, 24/7” |
eFinPLAN “Service Mark” | “Taking the mystery out of financial planning,” until now financial planning was a mysterious thing only doable by financial planners. We have made the complex easier and obtainable to everyone. |
Why Online | eFinPLAN was created so that there are no downloads and software can be used “Online from anywhere - 24/7” |
Why created? | People need a written comprehensive financial plan “a roadmap for their money,” now more than ever |
Why not go to a professional planner? | 1. Most people can’t afford to hire a financial planner |
2. Many people are concerned about being sold a product they don’t need. With eFinPLAN: “No Salesperson will call!” |
3. eFinPLAN users tell us they are intimidated by financial planners, embarrassed about mistakes, or very private and would like to do as much by themselves as possible |
What does eFinPLAN Cover | eFinPLAN covers all of the traditional areas of planning such as Net worth, Spending, Retirement, College Education, Future Purchases, Investments, Insurance, and Estate Planning – over 50 total topics |
Does eFinPLAN address any unique areas? | Yes, eFinPLAN addresses unique issues such as Money Habits, Debt Analysis, Money Tools, Relationships & Values, Charitable Giving, Utilizing Trusted Professional Advisors |
Is eFinPLAN like Quicken and Budgeting Software? | No. eFinPLAN is a goal based system to help people plan their future. It is very different from budgeting software |
Who and when eFinPLAN founded? | Husband and wife team of Kent and Laura Irwin of Columbus Ohio founded eFinPLAN 3/07. Kent is a ChFC (Chartered Financial Consultant), CAP (Chartered Advisor in Philanthropy) and a CLU (Chartered Life Underwriter) |
Software | The software is a highly revised version of planning software which has existed for 25 years. The calc engine is used and tested extensively by professional financial planners. |
What does it cost? | eFinPLAN costs $98 per year, billed ($49) semi-annually with a money back guarantee within 30 days if not satisfied |
Has the software been evaluated or reviewed | 1. Mary Hunt of Debt Proof Living. Mary is a syndicated columnist appearing in hundreds of newspapers (“Everyday Cheapskate”), and over a dozen financial self help books. Read Mary’s review. |
2. Shelly Elmblad a personal finance software expert for the New York Times Company About.com has favorably reviewed the software. Read Shelly’s review. |
3. Several blogs have featured articles from eFinPLAN founders and some have reviewed the software: |
| Mytwodollars.com, moolanomy.com, freemoneyfinance.com, christianpersonalfinance.com, iwillteachyoutoberich.com, ynab.com |
Is ‘Do-it-Yourself’ “…BY-Yourself?” | No! Do-it-yourself means to take personal accountability and control for your finances. eFinPLAN helps people plan and learn on your own. The eFinPLAN report helps people figure out which advisors they need assistance from. |
Does it replace Financial Planners? | No! People still need professional advisors (financial planners, attorneys, investment and insurance professionals and accountants to help you implement your plan. After using eFinPLAN clients understand their financial situation, terminology and needs much better. This advance preparation saves time and money when working with advisors. |
Has eFinPLAN received media attention? | Periodical | Date | Title | Link |
Delaware Gazette (OH) | 8/29/07 | Financial Planning Easy and Affordable with New Service | click |
St. Paul Pioneer Press | 10/29/07 | Professional Financial Planning Available Online | click |
Columbus Business First | 11/09/07 | Companies Can Easily Provide Financial Planning as a Big Benefit |
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Columbus CEO | 11 – 07 | Do it yourself Financial Planning | click |
Women’s Day | 11/07 | ‘Giveaway’s’ – 25 plans |
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Denver Business Journal | 1/11/08 | Companies Can Easily Provide Financial Planning as a Big Benefit |
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Columbus Business First | 2/29/08 | An Interview with Kent Irwin |
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Newsday | 3/7/08 | Personal Finance Software Worth Investigating | click |
Accounting Today | 5/08 | Head for the Middle | click |
Contact Information | Kent Irwin (614) 905-6430
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Media Login to Sample Software | Contact us for more information including to obtain a free media login to sample the software. |
