Welcome to the United States Edition of our
financial planning software.

If you are looking for the Australian, Canadian, or United Kingdom, editions, please click on the country.

Financial Planning Spreadsheets © Professional Version
(Download a free demo)
This product is a series of 158 Excel templates that deal with all planning issues. They also deal with many other concepts, including Pension Maximization, Leverage, Buy Term & Invest the Difference, Retirement Planning, Estate Planning, Taxation, Term versus UL, Life Insurance comparisons, Life & Disability Insurance needs analysis, Cash Flow, Education Funding, Investment Analysis, Cost Base tracking, Asset Allocation and Portfolio Reporting. Just click here to view the entire list of reports included in the package.

We have been serving the needs of advisors since 1989. We also offer Australian, Canadian , and United Kingdom versions of our products. This financial planning software has been developed by practicing financial planners.

Our complete set of templates will calculate and illustrate almost every conceivable financial situation. Cost is only $589. This includes one year of our "Annual Software License" with updates. After the first year the license cost with updates is $169 for a year. This product works with the power of Microsoft Excel as an add-in.

What's New

We have released the new interface that we have been working on for some time now to replace the existing menu system that interacts with our Financial Planning Spreadsheets. This version includes a better navigation system that appears to the left of the open templates, a new feel and look, a database system for the basic data required by the templates, imprint changes that can be download directly from our website, better license / software updating, a better help system, a new manual, and many more changes.
Please click here to get the new version.

All 3 of our Slide Shows on using Financial Planning Spreadsheets © Professional Version are now available to everyone.
Click here to download them now.

Special instructions for Office 2007 Users

What's new in Financial Planning Spreadsheets © Professional Version

Toll Free: 1-800-694-9996
Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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