"I wanted something that was small and effective without all the overhead and with your help and quick feedback it looks like we have a winner here...."
-Mike Pfistner,
Somerville, NJ 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)

Understand your financial assumptions:
An investment plan is only as good as the assumptions used. We can not stress enough the importance of understanding the variables and assumptions you use when building a investment plan. A slight overestimation of investment returns can have an enormous impact on whether or not your investment goal is reached.

When building an investment plan, save two versions- one with medium risk and one with low risk (low investment returns, etc.) This will prepare you for the worst, while educating you on the sensitivity of long term financial planning.


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.

 

 

Don't put off building a solid investment plan: Building multiple scenarios and understanding how each variable effects your overall investment plan can be a daunting task. As a result, many shy away from spending the proper amount of time into a detailed plan and resort to the high level online investment calculators; or even worse, they put the whole planning process off completely. Don't fall into that trap- start planning properly now, not tomorrow.

Download the demo version of our Excel spreadsheet planner to see how comprehensive investment planning can be made easy (and fun!)

 

 
 
 

What the Investment Calculator includes (click to enlarge)
(all sheets below are included in this planner)

SAVINGS & CONTRIBUTIONS
• How much will my savings be worth?
• Am I saving enough today?
• When will my investment goal be met?
• Results and the Investment Savings graph update instantly as you input assumptions.
• Choose to increase future contributions based on annual salary increases or the maximum allowable for IRA's.

 

ASSET ALLOCATION
• Investment options and historical return rates are provided for fast and accurate planning (you may also customize your investment options and return rates).
• Drop down windows and buttons make it easy to adjust your investment asset allocation.

 

INVESTMENT DETAIL
• Understand the significant investment growth required in the latter years of your investment plan.
• See how your future contributions are increased for salary (raises) or to match the maximum allowable for IRA's

INVESTMENT SCENARIO CALCULATOR
• This sheet calculates 154 possible investment scenarios assuming slightly higher and lower rates of return (as well as different levels of annual contributions).
• This calculator will prepare you for multiple outcomes while educating you on the sensitivity of long term investment planning.
• Choose to display: Total Investment Value, Capital Gains or Total Contributions

INVESTMENT TRACKER
• See how all your variables/ assumptions from the above pages come together.
• Chart different data points with the drop down window (Retirement Savings, Income, Spending, etc.)
• Understand what area of your plan needs to be adjusted in order to meet your retirement goals.


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.

 


 

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