Investment Planning Calculators
Ideal for: Portfolio conversations · Risk education · Growth projections
Turn Market Conversations Into Meaningful Advice
FreshPlan’s investment planning calculators help you simplify complex investment topics and bring clarity to portfolio discussions. Whether you’re showing the long-term benefits of staying invested, comparing strategies, or highlighting the cost of inaction, FreshPlan gives you tools that are fast, flexible, and client-ready.
These calculators are designed to meet clients where they are—whether they’re just starting out, nervous about volatility, or weighing long-term investment decisions.
Key Investment Planning Calculators
Each tool is Snackable, Stackable, and Adaptable—so you can move quickly, dive deeper, or build full reports as needed.
Savings Growth
Show how regular contributions and compound returns build wealth over time.
Risk of Not Taking a Risk
Illustrate the long-term cost of avoiding growth assets in a low-interest world.
Real Rates of Return
Help clients understand how inflation affects investment returns and future purchasing power.
The Cost of Waiting
Show how delaying investments affects long-term outcomes—and the importance of starting early.
Stay Invested
Compare outcomes of staying invested vs. timing the market, emphasizing consistency and discipline.
Diversify and Protect
Demonstrate how diversification can reduce volatility and improve long-term outcomes.
GIC Laddering
Educate clients on how to stagger fixed income investments to manage reinvestment risk and improve yield.
Investment Fees and Returns
Visualize how fees impact returns over time—and reinforce your value as an advisor.
Client-Ready Visuals and Infographics
Calculators are paired with clean, engaging visuals that help clients grasp key investing concepts at a glance. Use these infographics to:
- Bring abstract concepts down to earth
- Support behavioral coaching
- Reinforce your advice after the meeting
Support Smarter Portfolio Conversations
FreshPlan makes it easier to:
- Explain the relationship between risk, time horizon, and return
- Show the value of staying invested through volatility
- Help clients balance guaranteed and market-based options
- Highlight the impact of fees, inflation, and procrastination
Why Advisors Choose FreshPlan for Investment Planning
FreshPlan supports conversations that:
- Build confidence in long-term investing
- Manage emotions around market movement
- Reinforce the value of planning—and advice
