| Comprehensive Covers nearly 50 financial planning topics, unlike other retirement or online "calculators." Quick & Easy Answer easy questions online with a minimum of financial lingo, then instantly receive your report. Changeable & Accessible You can view and update your financial plan and run multiple “what-if” reports anytime: 24/7. You are in Control You input your own information, so you're in control of your own financial information and future. Educational Information is designed to increase your financial knowledge. A website Learning Center is also provided. Demystify Financial Planning We put the tools, resources, and knowledge into your hands to “Take the Mystery out of Financial Planning.” | | Low Cost & No Sales eFinPLAN’s low cost is thousands less than the cost of hiring a planner. We don't sell investments or insurance so there is never any pressure to buy them. Personalized The software customizes your plan according to your unique situation. Private and Secure Obtain a financial plan free of fear of embarrassment or loss of privacy. Social Security numbers are not entered and names are not required. Decision Making Are you thinking about making a major purchase but are unsure how it will affect your financial plans? Now you can see how certain decisions would affect all your goals. Addresses Issues other Plans Don’t In addition to covering the traditional areas of planning, eFinplan also addresses areas that impact your finances, such as Money Habits, Transportation, Debt, Technology, Relationships, Values, Charitable Planning and Utilizing Trusted Professional Advisors. REVIEW PLAN DETAILS Retirement Financial Planning Software Online. |
