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Home | Product Overview | Screen Shots | Testimonials | Downloads/Purchase | Contact Us | Links Wednesday, March 10, 2010
Screenshots

The product grid below outlines the four Excel-based financial calculator "workbook" files currently available.  An Excel "workbook" is a file that contains multiple spreadsheets. The spreadsheets contained in each product are indicated by an "x".  The pricing of each product  is indicated at the bottom of the grid. Click on the name of each spreadsheet below to view a screenshot.

An explanation note file is available for each spreadsheet and is accessible from the note links below.  These notes as well as data collection worksheets are available in PDF format on the Downloads page. Move to the Downloads page for purchasing information and free Sampler file.

Notes
Spreadsheet Images   

           Available Excel Files

  

Explanation Notes

Sampler Plus Allocation Tool Income Mgt. Tool Advisor
Present Financial Position            
Net Worth Statement Notes X X      
Net Worth Statement with Graphs Notes         X
Budget Worksheet Notes X X      
Budget Worksheet with Graphs Notes         X
Protection Planning            
Life Insurance Calculator Notes   X      
Life Insurance Expanded (2) Notes         X
Accumulation Goals            
Accumulation Goal Calculator Notes   X     X
Future Value of Savings Notes   X     X
Education Planner Notes   X      
Education Planner Expanded Notes         X
A Case for paying Cash for Cars Notes   X     X
Retirement Planning            
Retirement #1: Accumulation & Distribution Notes   X      
Retirement #1 with Graphs Notes         X
Retirement #2: With Distribution Only Notes   X      
Retirement #2: Distribution W/Long Term Care Notes         X
Retirement #3: For Specified Income Level Notes   X     X
Retirement #4 Notes         X
Retirement #5 Notes        
X
General Investment Calculators            
Account Internal Rate of Return Notes         X
Time Value of Money Notes         X
Tax Free Return vs. Taxable Return Notes   X     X
Rate of Return Calculator Notes   X     X
Mutual Fund Growth & Expense Comparison Notes   X     X
Equalize Future Value Notes         X
Allocation Balancing w/ New Money Notes         X
Allocation Balancing w/ Existing Money Notes         X
Stand-Alone Allocation Tool Notes     X    
Stand-Alone Portfolio & Income Dist. Management Notes X
IRA Spend Down Notes         X
Structured Settlement Calculator Notes         X
Loans            
Loan Calculator Notes X X     X
Mortgage Calculator Notes   X      
Mortgage Calculator Expanded Notes         X
Mortgage Refinance Worksheet Notes   X     X
15 & 30 Year Mortgage Comparison Notes   X     X
Prepaid Comparison Notes         X
Prepaid Mortgage Calculator Notes   X     X
Estate Planning            
Estate Tax Calculator Notes         X
Presentation Pages            
Cover Sheet (presentation page) Notes     X   X
Contents Page (2) Notes         X
Recommendations Page (2) Notes         X
Financial Planning Outline Notes   X     X
Financial Wisdom (presentation page)     X     X
Totals / Pricing            
Total Calculators   3 18 1 1 29
Presentation Sheets   0 1 1 1 4
Prices (for entire workbook file)   Free $ 49.95 $94.95 $100.00 $ 179.95

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