Financial Playbook - Introduction
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Many more features than a spreadsheet, much cheaper than a PLAN

Spreadsheets and hand-held calculators are fine for a quick, simple answer with no printout. Full-fledged PLANS are great for your clients who are willing to pay you to run them, or who invest enough to justify your time and the high costs of buying, learning, maintaining and running the software to produce them.

But what can you use for prospects who are evaluating you before making a commitment and for your clients who don't want to pay a fee and don't have enough to invest to justify a full blown PLAN? Or when you just need to respond to a specific question?

The answer is: Financial Playbook

When someone asks a financial planning question, you want your answer to be:
  • correct - check figures entered and calculations performed
  • understandable - for both you and the person to whom it is presented
  • professional - with an attractive printed presentation
  • quick - so you don't spend more time than warranted
  • cost effective - in terms of both time and money
Financial Playbook meets all of these requirements in each of five must-have modules:

Asset Accumulator - Design asset accumulation savings plans using one or two simultaneous investments, such as coordinating "his" and "hers" savings plans. Use different rates of return and monthly additions for each.
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 Sample Reports 
[Adobe PDF File]
Income Provider - Approach Retirement Planning from whichever perspective your client needs or prefers - monthly income, starting amount (required or available), required return, and more.

Great for quick, cost-efficient, pre-retirement calculations and post-retirement monitoring. Use this module to get clients involved in retirement planning, and then, if you think it appropriate, switch to one of the big, expensive, complicated, time-consuming PLANS.

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 Sample Reports 
[Adobe PDF File]
College Educator - Design a plan to meet the educational funding needs of up to four children or, alternatively, several stages of one child's education - junior college, college and law school - each with different costs and time frames. Use more conservative returns for those older and closer to starting.
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 Sample Reports 
[Adobe PDF File]
Cost of Delay - How do you measure "cost"? Increased savings flow? Increased risk? Missed goals? How does your client? Show your client the cost of delaying the implementation of their savings strategy, getting maximum impact by expressing "cost" in the manner they most relate to.
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 Sample Reports 
[Adobe PDF File]
Account Analyzer - Tired of finding Rate of Return using complicated spreadsheets or tedious calculator entries? Determine the actual rate of return for past or current savings or investments, for one account or the overall return for a group of investments. Calculate the return on a proposed investment, such as bonds or annuities.
 Screen Shot 
 Sample Reports 
[Adobe PDF File]

For more, see our "Features and Benefits" Page.

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