Comprehensive Financial Planning Apps

We just finished a 16-week (total of 18-post) series offering an entire comprehensive financial plan, not for the purposes of supplanting a great financial planner, but more so to provide you with another perspective…or for the skeptics out there, a do-it-yourself roadmap.  You can get caught up with the reprise on, “An Entire Financial Plan In A Blog Post?”

As you probably already know, each descriptive post was also accompanied by “Apps” generated to help you follow up on the tangible action items that make up a genuine plan, and I wanted to provide you with a directory here:

  1. Personal Money Story App
  2. Personal Principles (Values) & Goals App
  3. Personal Financial Statements App
  4. Debt Elimination App
  5. Risk Management Matrix App
  6. Life Insurance Needs Analysis App
  7. Home & Auto Insurance App
  8. Long-Term Disability & Long-Term Care Insurance Apps
  9. Mutual Fund Audit App
  10. Annuity Audit App
  11. Tax Myths & Rules App
  12. Education Savings Plan App
  13. Fulfillment (Retirement) Plan App
  14. Estate/Legacy App
  15. Finding A Financial Advisor App
  16. The Action Plan App

Download "Simple Money" excerpt now.


Join my weekly email community and download the first 26 pages of "Simple Money."

No spam. Ever. Your info is safe. Always. Powered by ConvertKit

I’m a speaker, author, wealth advisor and director of personal finance for Buckingham and the BAM Alliance. Connect with me on Twitter, Google+, and click HERE to receive my weekly post via email.