The advanced planning programs included here are examples only. In order to enter your own personal data, you need to order these free excel
programs. Take a look at example calculations here, then request
the programs you are interested in, and we will email them to you. Your email address will not be sold or shared with anyone.
Advanced Financial Planning Program
This program will calculate your future resources based on more detailed information about your present earnings and spending patterns. It also
provides for more detailed portfolio allocation.
Advanced Retirement Planning Program
This program will project how long your resources will last based on more detailed lifestyle spending patterns.
When you are satisfied with the results go to the Standard or Advanced Financial Planning programs to plan for providing the resources needed to
obtain the results.
Survivor Planning Program
This program will prepare a financial plan for your heir or survivors to use for estate planning. It is a version of the Advanced Retirement
Planning Program modified to test how your present resources could support your heir(s).
Portfolio Planning Programs
These programs will help design a portfolio to achieve the goals you developed in the planning programs. The programs allow you to display the
diversification of your Portfolio for Bond and Stock Categories.
To begin, Click on Portfolio Planning Programs
The program asks for the dollar value of the total portfolio (total resources), and an allocation percentage for Bonds, Stocks.
For an equal investment approach use the Selections Worksheet Equal Investment
If you wish to compare the portfolio performance to a Benchmark enter the Benchmark Annualized Rate of Return.
To view the results, click on Analysis Results Equal Investment
For a customized investment approach, use the Selections Worksheet Custom Investment
If you wish to compare the portfolio performance to a Benchmark enter the Benchmark Annualized Rate of Return
To view the results click on Analysis Results Custom Investment