Financial Planning

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Feb 7, 2010 10:02 pm

I’m looking to start doing financial planning.  Can someone recommend some good software packages and how much should I charge?

Feb 7, 2010 11:02 pm

What is your definition of financial planning?  What do you want the software to do for you?  How much is your time worth if all you’re doing is imputing data into a computer program?

Feb 8, 2010 12:17 am
AGEMAN:

[quote=deekay]What is your definition of financial planning?  What do you want the software to do for you?  How much is your time worth if all you’re doing is imputing data into a computer program?

How do you impute data??  If you are going to say something, you should know what you are talking about.  You know that input and impute are like apples and oranges.   Deekay speaking to his client:  "I am going to impute some of your data into this here fancy sofwhare and give a look see as to what we can decipher concerning yer financuuuall siteeattion.[/quote]   Wow.  Spelling smack.  I don't know how I'll go on.    Do humanity a favor and give yourself a hysterectomy.
Feb 8, 2010 12:43 am

[quote=AGEMAN]

D.K=Don't Know

[/quote]   That's the best you have?  I'd love to see the smack that didn't make the cut. 
Feb 8, 2010 3:53 am

Mr. Client… I imputed ur dater and the robit box says you gotta give me mor monies er yull never make it and we can’t depend on Obamer fer nuthin!!

  We use NaviPlan and it starts around $1200 a year depending on many factors.  
Feb 8, 2010 2:36 pm

I’d like to retirement planning, estate planning, monte carlo, net worth etc.

Feb 8, 2010 3:29 pm

Kudlowfan:

Are you looking to use a program that is cashflow drive or goal drive?  
Feb 8, 2010 4:24 pm

I guess a program that could do both. 

Feb 8, 2010 5:01 pm

I do not know of any that does both. For cash flow based look at Naviplan  Extended and for goal based look at Money Gudie Pro. Both offer free trials.

Jack Black