Financial Planning Calculators
Ideal for: Discovery · Goal setting · Budgeting · Early client engagement
Lay the Foundation for Better Financial Conversations
Before you dive into deeper strategies, clients need to understand where they are—and where they want to go. FreshPlan’s financial planning calculators are designed to support the early stages of client engagement, helping you spark clarity, uncover needs, and build momentum.
Use these tools to guide budgeting, goal setting, and financial literacy—without overwhelming new clients or getting bogged down in prep.
Key Financial Planning Calculators
Each calculator is Snackable, Stackable, and Adaptable—so you can meet clients where they are, from simple check-ins to full onboarding.
Pay Yourself First
Show clients how regular saving—even in small amounts—can drive long-term progress.
Cash Flow
Help clients understand their income vs. expenses, and uncover opportunities to redirect money toward goals.
Net Worth
Establish a baseline by visualizing assets, liabilities, and progress over time.
Goals
Capture and organize short- and long-term financial goals to anchor your planning approach.
Saving to Reach a Goal
Model the contribution levels needed to achieve a specific savings target.
Present Value Calculator
Help clients understand how much they need today to meet a future goal.
The Magic of Compounding
Illustrate the power of time and consistent contributions in building wealth.
Investor Profile Questionnaire
Assess risk tolerance and guide appropriate investment discussions.
Letter of Engagement
Set clear expectations with a customizable agreement outlining scope and services.
Client-Ready Visuals and Infographics
Calculators come with client-friendly graphics that make it easier to explain foundational concepts like budgeting, compounding, or net worth tracking. Use them to:
- Support financial literacy
- Reinforce positive habits
- Keep clients engaged between meetings
Build Trust from the Start
FreshPlan’s financial planning tools are perfect for:
- Discovery meetings
- Onboarding sessions
- Financial literacy education
- First-time investor conversations
They’re visual, intuitive, and designed to help clients quickly connect with the value of your advice.
Why Advisors Choose FreshPlan for Financial Foundations
- Streamlines discovery and goal setting
- Brings clarity to early client conversations
- Builds trust with simple, effective visuals
- Sets the stage for deeper planning later
