Financial Management Calculators

Understanding a client’s current financial situation is the foundation where holistic financial planning begins. It is the first step toward achieving life goals through the proper management of financial affairs. Each financial plan must include an accurate understanding of income and expenses today and look toward the goals of the future. Financial Management calculators help to establish where a financial plan begins.

Financial Management Calculators include:

  • Pay Yourself First
  • Cash Flow
  • Net Worth
  • Goals
  • Letter of Engagement
  • Investor Profile Questionnaire
  • Saving to Reach  a Goal
  • Present Value Calculator
  • The Magic of Compounding

See also: Mortgage & Debt Calculators

Calculate Multiple Scenarios
Create and save multiple scenarios for each calculator to illustrate insights into different financial situations and strategies.


Fillable PDF Forms
FreshPlan offers fillable PDF forms for clients to complete to streamline the fact-finding process.

Create Templates
Creating Templates give you a quick-start of the calculators you use most in given situations to create financial reports.

Modular Financial Planning
Use only the calculations relevant to each clients’ situation. FreshPlan is powerful enough to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Client-Friendly Reporting
Integrate any number of calculators with financial infographics to create visual, personalized reports that client will understand. All reports are personalized with advisor name, logo and contact information.

Calculate. Educate. Plan.

Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful financial infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.