FINANCIAL CALCULATORS
Efficient Advice.
Greater Impact.
Calculators That Work the Way You Do
FreshPlan’s modular tools are designed for today’s reality: limited time, rising client expectations, and the pressure to stay efficient without sacrificing value.
Clarity and Confidence
Whether you’re answering a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.
Explore by Planning Area
Designed for Canadian Financial Professionals
Investment Planning Calculators
Calculators designed to meet clients where they are—whether they’re just starting out, nervous about volatility, or weighing long-term investment decisions.
Retirement Planning Calculators
Flexible, visual tools support high-impact retirement discussions that adapt to each client’s needs, time frame, and level of detail.
Estate Planning Tools
Help clients visualize the impact of their decisions while giving you a clear, confident path to guide them through critical planning moments.
Financial Planning Calculators
Designed to support the early stages of client engagement, helping you spark clarity, uncover needs, and build momentum.
Insurance Calculators
Use these tools to guide protection planning conversations with clarity, transparency, and a focus on real-life goals.
Education Planning Calculators
Guide early education conversations, demonstrate the value of planning ahead, and highlight tax-smart strategies that build trust from the start.
Mortgage and Debt Calculators
Support confident conversations about affordability, trade-offs, and long-term impact—all without spreadsheets or stress.
Historical Perspective Calculators
Shift the conversation from fear and timing to discipline and long-term outcomes with historical perspective tools.
Tax Planning Calculators
Tax planning is an essential part of an individual holistic financial plan.
Empowering
Clients
Give Clients More—Before the Meeting
With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.
They’ll arrive more prepared—and you’ll save time for deeper, strategic conversations.