Free Downloads: Financial Planning

License:  All 1 2 | Free

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Get all the financial planning help you need with daily updates from experts in the field of financial planning.

Get all the Financial Planning help you need with daily updates from experts in the field of Financial Planning. Take charge of your finances and control your money. Planning your finances is an important step towards your Financial freedom. The more you learn the better you can control your money. Get this information directly from your toolbar with...

Category: Internet / Browsers
Publisher: Financial Planning Help, License: Freeware, Price: USD $0.00, File Size: 1.0 MB
Platform: Windows



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Financial Planning Tools uses the same interface as popular TaxTools program, offering the same powerful integration of planning modules and client database, but geared towards the financial planner/advisor.

Financial Planning Tools uses the same interface as popular TaxTools program, offering the same powerful integration of Planning modules and client database, but geared towards the Financial planner/advisor. Financial Planning Tools includes a comprehensive Financial Planner module as well as over 100 Forms, Worksheets, Flowcharts, and...

Category: Business & Finance / Database Management
Publisher: CFS Tax Software, Inc., License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

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Profiles Professional is a mixture of needs assessment and financial planning.

Profiles Professional is a mixture of needs assessment and Financial Planning. Addresses simple to comprehensive Planning needs. Easy advisor input with pleasing client output. For advisors who manage mass affluent clients with detailed Planning needs. Has integrated Planning modules and levels, roth IRA conversion concept calculator, highly graphical reports,...

Category: Business & Finance / Business Finance
Publisher: Emerging Information Systems Inc, License: Shareware, Price: USD $1045.00, File Size: 140.7 MB
Platform: Windows

Freeware
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Financial Fate is in- depth, long-range financial planning software designed for the do- it- yourselfer.

Financial Fate is in- depth, long-range Financial Planning software designed for the do- it- yourselfer. Financial Fate is the first and the only software product of its kind which is Cash-flow-driven, fully-verifiable, and fully-automated.

This simply means that is powerful, easy to use, and all relevant report are detailed and available for review .

Category: Business & Finance / Business Finance
Publisher: FMS Inc., License: Freeware, Price: USD $0.00, File Size: 12.9 MB
Platform: Windows

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This is a very easy to use desktop application that will alert you whenever new articles are added to Financial Planning Classes.

This is a very easy to use desktop application that will alert you whenever new articles are added to Financial Planning Classes.com. Simply install the software and any time new content is added to the website, you will receive an alert on your desktop letting you know, and showing you part of the article. If you are interested and want to read the rest of the article, simply...

Category: Desktop Enhancements / Misc. Themes
Publisher: Financial Planning Classes, License: Freeware, Price: USD $0.00, File Size: 656.0 KB
Platform: Windows

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Recognized by financial planners and industry experts as perhaps the most effective planning tool available, Silver Financial Planner is ideal when working directly with clients who want to see immediate solutions to their retirement problems.

Recognized by Financial planners and industry experts as perhaps the most effective Planning tool available, Silver Financial Planner is ideal when working directly with clients who want to see immediate solutions to their retirement problems.

Use the Live What-If? ScenariosTM tool to graphically project the potential future of their retirement situation, and...

Category: Business & Finance / Business Finance
Publisher: Money Tree Software, License: Shareware, Price: USD $495.00, File Size: 0
Platform: Windows

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Successfully Time Tested!

Successfully Time Tested! Thousands of Entrepreneurs Have Raised Money, Launched Businesses, Won Business Plan Competitions -- using these Electronic Financial Worksheets.
Pre-formatted, flow-through, Excel-based Electronic Financial Worksheets make the process of creating Financial projections easier, faster, and yes, perhaps even fun!

Electronic...

Category: Utilities / Misc. Utilities
Publisher: The Planning Shop, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

Vega: CashFlow Demo Screenshot
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Vega: CashFlow is a simple and easy to use software for effective control over cash flows of a company. It automates financial planning, current financial control, forecasting and cash flows analyzing.

Vega: CashFlow is a simple and easy to use software for effective control over cash flows of a company. It automates Financial Planning, current Financial control, forecasting and cash flows analyzing. Vega: CashFlow will be effective both in small companies and businesses with a complex Financial structure. Vega: CashFlow easily integrates into the business...

Category: Business & Finance / Business Finance
Publisher: Vega Expert Consulting, Ltd, License: Demo, Price: USD $199.00, File Size: 50.9 MB
Platform: Windows

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Ideal for the financial professional, such as business consultants, CPAs, CFOs, and other practitioners, to save time and effort in full-fledged analytical and modeling tasks, and to easily create customized financial planning models for client use.

Ideal for the Financial professional, such as business consultants, CPAs, CFOs, and other practitioners, to save time and effort in full-fledged analytical and modeling tasks, and to easily create customized Financial Planning models for client use.

Main features:
-Create integrated Financial statements, projections, and ad-hoc custom analyses

Category: Home & Education / Miscellaneous
Publisher: Modernsoft, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

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The top rated J and L Retirement Planner is a retirement planning software program that allows you to create simple or complex retirement scenarios based on financial events through out your life.

The top rated J and L Retirement Planner is a retirement Planning software program that allows you to create simple or complex retirement scenarios based on Financial events through out your life. It makes your retirement Planning easy. You create the scenario based on your current Financial status and future Financial events. The J and L Retirement Planner...

Category: Business & Finance / Personal Finance
Publisher: J & L Software LLC, License: Shareware, Price: USD $99.95, File Size: 1.0 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Shareware
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LifeCALC is the only financial calculator that allows you to EASILY project/solve up to 25 goals/responsibilities (for up to 50 years !) AT THE SAME TIME. LifeCALC lets you do the kind of financial projections that you always knew you should.

LifeCALC is the only Financial calculator that allows you to EASILY project/solve up to 25 goals/responsibilities (for up to 50 years !) AT THE SAME TIME. LifeCALC lets you do the kind of Financial projections that you always knew you should, but didn't have the TIME or TOOLS to complete. Not only can you project/solve for up to 25 different Financial items...

Category: Business & Finance / Personal Finance
Publisher: TreeLOFT Software, License: Shareware, Price: USD $38.95, File Size: 44.4 MB
Platform: Windows, Java

Shareware
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MULTIPLANEX is a software application that provides a comprehensive solution for performing financial planning.

MULTIPLANEX is a software application that provides a comprehensive solution for performing Financial Planning.
MultiPlanEx FREE is a shareware version of MultiPlanEx aimed at users who wish to evaluate this software. By looking at the developed cases that MultiPlanEx FREE brings with it, you will be able to quickly realize the benefits that this software tool may bring to...

Category: Business & Finance / Business Finance
Publisher: BoraSystems, License: Shareware, Price: USD $59.00, File Size: 8.3 MB
Platform: Windows

J and L Financial Tool Set Screenshot
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A set of financial planning tools to aid you in making those important financial decisions like loans, mortgages, refinancing, credit card debt payoff, a Rule 72t calculator and other easy to use tools.

A set of Financial Planning tools to aid you in making those important Financial decisions like loans, mortgages, refinancing, credit card debt payoff as well as other easy to use tools.The set contains the following tools -- A detailed mortgage calculator, a mortgage refinancing analysis, an accelerated mortgage payment analysis, a loan calculator, an inflation...

Category: Business & Finance
Publisher: J&L Software, License: Shareware, Price: USD $49.95, File Size: 569.6 KB
Platform: Windows

Business Functions Standard Edition Screenshot
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Business Functions Standard is a comprehensive function library for Microsoft Excel with 391 functions for financial modeling, business planning, financial projections, dates, projections and discounted cashflow, function selector, help file, functio

Business Functions Standard is a comprehensive function library for Microsoft Excel with 391 functions for Financial modeling, business Planning, Financial projections, dates, projections and discounted cashflow, function selector, help file, function finder, examples and trace facility for finding errors in function inputs. Also included is a Utilities collection. Includes...

Category: Business & Finance / Applications
Publisher: Business Functions Ltd, License: Commercial, Price: USD $119.00, File Size: 8.6 MB
Platform: Windows

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Designed with a straightforward timeline organization, the J&L Retirement Planner and the Professional version are both well-suited to accountants serving clients who are not yet engaged in formal financial planning for wealth accumulation and di

Designed with a straightforward timeline organization, the J&L Retirement Planner and the Professional version are both well-suited to accountants serving clients who are not yet engaged in formal Financial Planning for wealth accumulation and distribution. Their low cost - and the free updates and upgrades included in the price - make either one an excellent choice for...

Category: Business & Finance / Business Finance
Publisher: J&L Software, License: Shareware, Price: USD $49.95, File Size: 1.6 MB
Platform: Windows

Shareware
Graphic Accounts Screenshot
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A powerful personal financial planning and budgeting tool . Dynamic dual-chart display. Adjust all amounts with easy-to-see spin controls. Instant visual feedback on all changes. Integrated tools to optimize expenditure and synchronize with budget.

A powerful personal Financial Planning and budgeting tool. Dynamic dual-chart display. Easy-to-see spin controls to adjust all parameters. Instant visual feedback on all your changes. Optimize your expenditure based on current income data. Synchronize this with your budget total. Adjust parameters for income, interest, tax and inflation rates and see your budget rescale...

Category: Home & Education
Publisher: FKJ Software, License: Shareware, Price: USD $29.95, File Size: 8.0 MB
Platform: Windows

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Wedding Planning Checklist, toolbar browser for IE, Planning Wedding Guide, Wedding Planning Timeline, Planning Wedding on a budget, Wedding Planning Secrets, Tips on Planning a Wedding, For the Bride to Be, Planning Wedding of Your Dreams on a Budge

Wedding Planning Checklist, toolbar browser for IE, Planning Wedding Guide, Wedding Planning Timeline, Planning Wedding on a budget, Wedding Planning Secrets, Tips on Planning a Wedding, For the Bride to Be, Planning Wedding of Your Dreams on a Budget, Money Saving Secrets for your Wedding, wedding invitations, wedding consultants, bride and...

Category: Internet / Browsers
Publisher: Wedding Planning Checklist, License: Freeware, Price: USD $0.00, File Size: 1.1 MB
Platform: Windows

Freeware
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BPC stands for Business Planning and Consolidation.

BPC stands for Business Planning and Consolidation. As the name suggest, BPC is used for both Planning and Consolidations, unlike IP, which is used for only Planning.
The concept of Planning is the same as you have in any other tool. The functional side of the Planning remains the same. However, the tool differs. The way you configure a Planning...

Category: Business & Finance / Business Finance
Publisher: SAP, License: Freeware, Price: USD $0.00, File Size: 10.5 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Freeware
BizController Screenshot
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Easily create detailed financial plans and budgets for your business.

Easily create complex, long-term Financial plans based on thousands of transactions. For larger companies take advantage of cost centres and scenarios for budget controlling needs; for smaller projects, use the simplified mode to build Financial projections as part of business plans. Estimate impact of new projects on the balance sheet and liquidity. Prepare prospective...

Category: Business & Finance
Publisher: 3E Business Advisory, License: Freeware, Price: USD $0.00, File Size: 2.3 MB
Platform: Windows

Business Functions Basic Edition Screenshot
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Business Functions Basic Edition is a free function library for Microsoft Excel with 122 functions for financial modeling, business planning, financial projections, dates, projections and discounted cashflow, function selector, help file, function fi

Business Functions Basic Edition is a free function library for Microsoft Excel with 122 functions for Financial modeling, business Planning, Financial projections, dates, projections and discounted cashflow, function selector, help file, function finder, examples and trace facility for finding errors in function inputs.

Category: Business & Finance / Applications
Publisher: Business Functions Ltd, License: Freeware, Price: USD $0.00, File Size: 5.2 MB
Platform: Windows

Business Functions Pro Edition Screenshot
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Business Functions Pro is a comprehensive function library for Microsoft Excel with 508 functions for financial modeling, business planning, financial projections, dates, projections and discounted cashflow, function selector, help file, function fin

Business Functions Pro is a comprehensive function library for Microsoft Excel with 508 functions for Financial modeling, business Planning, Financial projections, dates, projections and discounted cashflow, function selector, help file, function finder, examples and trace facility for finding errors in function inputs. Also included is a Monte-Carlo simulator and Utilities...

Category: Business & Finance / Applications
Publisher: Business Functions Ltd, License: Commercial, Price: USD $499.00, File Size: 10.1 MB
Platform: Windows

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With this program the user can test the financial attitudes of Accountability, Participation, and Learning provide important insights.

With this program the user can test the Financial attitudes of Accountability, Participation, and Learning provide important insights. Participation measures active involvement in the management of money. Planning candidates with a high score should be reasonably well-organized. Obtaining data from them should be relatively easy.
By comparison, those with a low score take a...

Category: Business & Finance / Business Finance
Publisher: Vision Systems Corp., License: Freeware, Price: USD $0.00, File Size: 3.0 MB
Platform: Windows

Demo
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INCOMEMAX is an EXCEL template which allows you to maximize business earnings over a 10 year period. You can apply earning weights (discount rates for example) to yearly values and the program then calculates optimal market shares for each product.

INCOMEMAX is an EXCEL template which allows you to maximize business earnings over a 10 year period. You can apply earning weights (discount rates for example) to yearly values and the program then calculates optimal market shares for each product. Data for up to five product lines and other company level Financial data are entered to describe your business. Ten year income, balance...

Category: Business & Finance
Publisher: Pioneer Analytics LLC, License: Demo, Price: USD $149.95, File Size: 444.3 KB
Platform: Windows

Shareware
Financial Advisor Screenshot
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A collection of financial tools & calculators aimed at home and professional users. Features include Mortgage Analysis, Retirement Analysis, Personal Budgeting, Investment and Savings calculations, Future & Residual Value calculations, and much more.

Financial Advisor provides an extensive, yet easy to use collection of Financial tools and calculators aimed at both home and professional users. Features include: Mortgage and Retirement Analysis, Personal Budgeting, Investment & Savings calculations, Annuity calculations, Future & Residual Value calculations, Planning for your children's education, Interest rate...

Category: Business & Finance
Publisher: The Other Software Company, License: Shareware, Price: USD $35.00, File Size: 2.7 MB
Platform: Windows

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Allows to establish a planning with the possibility of visualizing it of 1 day at 14 weeks with the screen.

Allows to establish a Planning with the possibility of visualizing it of 1 day at 14 weeks with the screen. It can reveal several tasks by cell, each task being able to have its own color. A task can be extended on several... Multiple functions make it possible to accelerate the creation of Planning as the copy of week or a function of periodicity. You can cancel the last...

Category: Business & Finance / Personal Info Managers
Publisher: EBLM, License: Shareware, Price: USD $299.00, File Size: 4.2 MB
Platform: Windows

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License:  All 1 2 | Free