Thanks for the very nice program. It is well worth the minimal investment. I think you should charge more possibly in the $20-30 range."
-William Swinton, Livermore, CA more...

 

Why Excel based planners?
Because our downloadable planners are Excel spread-sheets, there is no need to download and setup new software. Budget planning should be simple, fast and painless- if a budget planner cannot offer these characteristics, then users will find themselves dreading the whole planning process. We aim to avoid that.

Comprehensive: Unlike online calculators (limited by load time, and web page constraints) our download-able Excel calculators and
planners were developed with detail in mind.  The greater the detail, the higher the level of accuracy and understanding.

Affordable: One time fee of $9.95 - no monthly fees! Compare to other financial planners.  Secure credit card payment (privacy policy)

Understanding your assets and your debt:
This may be the first time you sit down and add up all your assets and debt (don't worry, you're not alone). At first you may be a bit put off by the net results, but in the long run you will be better for it. Why? Because you're financial awareness will force you to think twice before entering into your next financial obligation (e.g buying a new car, remodeling your kitchen, etc.)

Download our free Net Worth Calculator Demo and see how $9.95 can go a long way toward financial awareness.


Money Back Guarantee:
If for some reason you are not pleased with our budget planner, just let us know and we'll refund your money right away- we only want satisfied customers.

  

• How much will your 401k be worth at retirement?
• Are you saving enough today?
• When will your investment goal be met?
• What if your actual investment return comes in lower than expected?

At Simpleplanning.com, we develop comprehensive but easy to use Excel based financial calculators that not only help you answer these kinds of questions, but help you understand how slight adjustments to any one of the numerous variables can yield very different results. (What does a 1% drop in market return mean to your plan?)

Preview our Excel based 401k Calculator by downloading the spreadsheet demo or by clicking on the images below



What the Net Worth Calculator includes (click to enlarge)

 


  

401k CALCULATOR
(3 calculators in one)

• How much will your investment be worth at retirement?
• Are you contributing enough today to meet your investment goals?
• When will your investment goals be met?
• Results and the 401k Savings graph updates instantly as you input assumptions.

 

INVESTMENT
• Annual 401k contribution and investment return detail show your investments every step of the way.
• Adjust future 401k contributions with your annual wage increase assumption.

 

Are you investing enough time into your investment plan?

Have you run the numbers on multiple investment scenarios?

Is your investment goal realistic?

At Simpleplanning.com, we develop comprehensive but easy to use Excel based financial planners that help users answer the tough questions.

Download our Excel based Investment Calculator & Planner demo or preview our planner by clicking on the images above.

Making scenario analysis easy!
The investment and retirement planning process requires that you know the answers to a hole host of questions (a few of which are listed above)- but more import is that you know the answers to these questions if your assumptions change.  Our easy to use scroll bars make scenario analysis incredibly easy (and dare we say, fun!)


 

401k Calculator Variables

  
401k Calculator Determines


• Current Age (yourself & spouse)
• Desired Retirement Age
• Desired Savings at Retirement
• Investment return while working
• Investment Allocation
• Current retirement contributions/savings
• Current Salary
• % Annual Wage Raise

  


• How much your investment will be worth at retirement.
• If you contributing enough today to meet your investment goals.
• Calculates necessary annual contribution adjustments (+/-)
• When your investment goals will be met?
• If your investment goals are realistic
  Copyright © 2004-2007 Simpleplanning.com
  All rights reserved.