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Personal Finance
Comprehensive: Unlike online investment calculators (limited by load time, and web page
constraints) our downloadable investment calculator was developed with
detail in mind. The greater the detail, the higher the level of forecasting
accuracy.
Download the demo investment calculator and see for yourself.
Excel based: Our easy to use investment spreadsheet requires only that you have MS
Excel on your computer; there is no need for additional software.
Affordable: One time fee of $9.95 - compare to other investment planners. Secure
credit card payment (
privacy policy)
Save multiple scenarios to your computer, perhaps assuming different risk levels. If your
investment goals change, simply update your assumptions, save it as version
#2 and compare to version #1.
Why Excel based Calculators?
Because our downloadable calculators are Excel based, there are no limitations
to the level of detail and accuracy we can offer. Online financial calculators
however, are limited by load time, and other web code constraints. As a
result, their answers are often inaccurate and misleading; ultimately lulling
users into a false sense of security.
Simple Planning:
Staying true to our name, Simpleplanning.com is dedicated to spreading financial awareness and knowledge to the masses
via our easy to use Excel spreadsheet calculators. With the right tools,
financial planning can be simple.
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.
Simpleplanning Advice:
Download Free Investment Calculator & Planner Demo
Demo Calculator
Money Back Guarantee: If for some reason you are not pleased with our investment calculator,
just let us know and we'll refund your money right away- we only want satisfied
customers.
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.
- 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.
- 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
- 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
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!)
- 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.
- 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
Click images to enlarge
(All sheets below are included in the planner)
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