PlanningPro
Financial Forecast Calculator
Professional Financial Planning & Forecasting
Inflation-Adjusted Budgeting, Forecasting, Cashflow Analysis, Debt Reduction, Retirement Planning.
30-Year Month-By-Month Financial Planning
Professional Financial Forecast Calculator
Financial Plan Calculator For Families, Individuals, Financial Advisors & Coaches
Budgeting
Create long-term budget projections and compare to financial goals. Customize the budget to create a viable financial plan with desired outcomes.
Cashflow Management
Monthly cashflow management reports show periods in the future when funds will be required and in what amounts.
Retirement Planning
Retirement projections report inflation-adjusted annual savings accumulation over a 30-year timeframe based on various growth rates.
Are you tired of struggling to create a realistic financial plan that actually works? Do you want a tool that can help you save more, invest smarter, and achieve your financial goals faster? Look no further than the Ultimate Financial Planning Calculator!
With this powerful Excel-based calculator, you’ll have all the tools you need to create a personalized financial plan for you, your family, or your clients. Whether you’re making your first financial plan or an experienced financial planner or financial coach, our easy-to-use interface and intuitive design make financial planning a breeze.
Analyze Financial Data
The Ultimate Financial Planning Calculator covers all the key areas of financial planning: budgeting, savings, investments, debt reduction, retirement planning, and more. It is designed to be user-friendly, with intuitive navigation and clear, concise instructions that make financial planning accessible to everyone.
A Financial Plan Calculator For Individuals and Advisors
Built using Microsoft Excel, the Ultimate Financial Plan Calculator interface is familiar to almost everyone. In the hands of financial coaches and advisors, the calculator’s detailed functionality and monthly cashflow analysis tab give financial professionals a comprehensive planning tool that rivals others costing thousands more.
Month-By-Month Cashflow Management
The Ultimate Financial Plan Calculator covers all the key areas of financial planning: cashflow management, budgeting, savings, investments, debt reduction, retirement planning, and more.
Interactive charts and graphs
The calculator’s numerical data is augmented with clear and easy-to-understand charts and graphs that help you visualize your financial plan and track your progress over time.
Overage/Shortage Spending Forecast
A monthly spending forecast report gives notice of future months when expenses will exceed income. Knowing this information prepares users for the need to make plans to cover these expenses, either by reducing spending, tapping into savings, or covering the overage with a loan.
Cumulative Discretionary Funds Forecast
Funds that have not been allocated to any expense, or to savings, may indicate potential “leaks” in the monthly budget. These are funds that may be overlooked as unrealized incidental expenses that, over time, can be significant. This forecast provides critical information to take action to plug financial “leaks” in the overall financial plan.
Outstanding Debts Forecast
Manage and reduce debts using one of the recommended debt reduction strategies in this financial planning calculator. The outstanding debts forecast shows the total balance of all debts each month, and incentivizes being attentive to this important aspect of financial planning.
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A Financial Plan Calculator Doesn’t Have to Be Expensive
Create a financial plan with The Ultimate Financial Plan Calculator. Ideal for individuals and families as well as financial advisors and coaches.
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