3 Easy Steps to Financial Health 1 Sign Up 2 Complete Questions 3 Implement |
Financial Planning Comprehensive, Easy to Use Software for Consumers |  |
“Do I Need a Financial Plan?” |
Do you need to… •Manage debt and spending better •Retire with enough money, when you want to •Plan for children’s college •Make wise investment decisions •Know which estate planning document you need (i.e., will) •Make wise insurance decisions •Protect your family and secure their future •Finally organize all your financial information •Do this with one tool •Have Financial Peace | 
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Watch our Videos ›Product Tour ›CBS 10TV Interview |
What is a financial plan? | 
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A financial plan is a written road map for your money. It’s the cornerstone for lifetime decision making. It is a personalized written document that you follow towards your goals. “A Goal without a Plan is just a wish” |
What is financial planning? | ›Try eFinPLAN Risk Free |
Planning is a process of monitoring and implementing your plan. |
›Free Newsletter |
What do I get? | 
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•24/7 online software •60+ page printable financial planning report •Personalized planning report covers over 50 topics •Financial planning action step implementation checklist •Online Learning Center, monthly newsletter •Make changes to your plan and run what-if’s anytime |
Try it Risk Free, Sign Up Now | Read an Independent Software Review |
You can try eFinPLAN online financial planning software risk free for 30 days. If not satisfied you will receive a full refund. The cost is $98 per year (billed $49 semi/annually if you opt out after 6 months, your data will be deleted). No high fees, product pitch or minimum investment. |
Testimonials… "Thank you for your product! I subscribe to other financial websites that recommend you very highly, and now I see why! Your product is amazing! I look forward to watching my plan evolve over the years" - Natalie, NE
“I highly recommend Kent's eFinPLAN service. The product is easy to work with and a great value. It will save you a lot of money over going to a regular financial planner.” - Kim, SC
"Produces beautiful reports -- it's like sitting across the desk from a financial planner." - Shelley Elmblad, about.com “In times past, access to financial planners was something for those already well-to-do, with money that needed some direction. Thankfully, with the advent of the internet and the scaling that’s possible, professional financial planning is right at your fingertips for a fraction of the cost.” - Jesse Mecham, YNAB.com
“You now have another option in creating a financial plan. You can do this in the privacy of your own home. No need to bare your financial soul to a total stranger.” - Mary Hunt, debtproofliving.com
“I am very grateful for your eFinPLAN – great vehicle to get started with.” - Missy, CA |
eFinPLAN like budget software? |
No! eFinPLAN is for long term planning. Up until now this was only available from financial planners, eFinPLAN is the first online do-it-yourself financial planning software. Quicken® and budget software are for managing expenses. |
How does it work? Simple as 1, 2, 3… |
1. Sign Up for eFinPLAN |
“Buy eFinPLAN,” then login If you don’t like it, email us within 30 days for a full refund |
2. Complete Online Questionnaire |
3. Implement |
•Generate and read your report •Implement your plan and accomplish goals •Use your advisors as needed •Update your plan when life changes |
Financial Planning Choices |
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Private and Secure |
We have a strict policy prohibiting access to your information which is kept private and secure with the latest technology. Names, account and social security numbers are not required in the eFinPLAN financial plan questionnaire. Payment and login systems are segregated from the financial planning system. Financial data is secured using multiple firewalls, high quality data center, no shared access and encrypted connections (Secure Socket Layer –SSL). We do not store credit card numbers. We have installed ScanAlert Hacker Safe software for hacker prevention. Click here for our full privacy and security policy. Free Personal Finance e-Newsletter Each month we write our very own e-newsletter to give you important personal finance information. Click here to subscribe to the free "Taking the Mystery out of Financial Planning" e-newsletter. |
eFinPLAN Corporate Solutions |
eFinPLAN Corporate Solutions for Retirement Plans, Worksite Financial Wellness, Banks and Credit Unions, and Advisors or Websites can partner together to uniquely serve their account holders, members, employees and clients, please visit eFinPLAN.com (above links) and contact us for more information. |
“People don’t plan to fail, they fail to plan” Start Planning Today |
