ESPlanner is our acclaimed lifetime financial planning tool. It calculates what you should save, spend, and insure to maintain your household’s living standard through time. Whether it’s choosing careers, switching jobs, taking Social Security, managing retirement accounts, downsizing your home, or moving states, ESPlanner can find safe ways to significantly raise your living standard. The $149 first-year cost covers all updates. Thereafter, annual update licenses cost $50. Handles up to four households with unlimited profiles per household.
Includes all features of ESPlanner plus the ability to run Monte Carlo simulations that show you how investing in particular assets will affect the level and variability of your living standard through time. ESPlannerPLUS also runs in Upside Investing mode, which lets you set a floor to your living standard and experience only upside risk to your living standard risk from investing in the stock market. Handles up to four households with unlimited profiles per household. The $199 first-year cost covers all updates. Thereafter, annual update licenses cost $50. Handles up to four households with unlimited profiles per household.
This is the only version of ESPlanner licensed for use by professionals. It has all the features of ESPlannerPLUS, but can handle up to 100 clients. The $950 first-year cost covers all updates. Thereafter,annual update licenses cost $750. A 30-day demo is available upon request.
We review your use of ESPlanner, ESPlannerPLUS, or ESPlannerPRO and suggest ways to optimize your plan or your client’s plan.
We gather your inputs, run our software for you, and optimize your plan. We then review the plan with you over the phone.
We gather your information and run our software to help you reach a fair divorce settlement. We work directly with you and/or your spouse. We also work with divorce attorneys, divorce mediators, and financial planners to evaluate divorce settlement proposals for their clients. $750 covers the analysis of four settlement proposals. Analysis of additional proposals costs $150 per proposal.