Whether you are an individual or a member of the financial planning industry, Financial Planning Toolkit includes the information, tips, calculators and tools you need to stay on top of your finances (or those of your clients) and plan for the future for only $24.99/year. (Purchase is made through Business Owner's Toolkit Store on Toolkit.com.)
Features
A Financial Planning Toolkit subscription provides you unlimited access to the following information and tools.
Planning Guide — Whether you're trying to learn all you can or looking for an answer to a specific question, the Planning Guide has the information you need. Broken into the topics below, it provides comprehensive information in an easy-to-use or easy-to-search format.
- The Financial Planning Process
- Investing
- Insurance and Risk Management
- Retirement Planning
- Estate Planning
- Tax Planning
Financial Calculators — With almost 150 calculators, Financial Planning Toolkit provides the most comprehensive, one-stop set of financial calculators available online.
- Mortgage
- Loans
- Credit Cards and Debt Management
- Auto
- Investment
- Retirement Savings and Planning
- Tax
- Savings
- Personal Finance
- Insurance
- Business
Planning Tools — Financial Planning Toolkit includes over 75 downloadable tools and forms to assist your financial planning process.
- Getting Started
- Investing
- Insurance and Risk Management
- Retirement Planning
- Estate Planning
- Tax Planning
Business Owner?
Increase your Value! You can receive an annual subscription to Financial Planning Toolkit PLUS additional benefits for your business, for only $39/year, by becoming a Premium Member of Business Owner's Toolkit® (www.toolkit.com).
Business Owner's Toolkit, a sister-site to Financial Planning Toolkit, is THE authority on all things relating to starting, running and growing a small business. As a Premium Member, you can pick any three of the following eight benefits for your annual membership. When you're ready to renew, you can keep your same benefits for the next year or select new ones. It's the membership that changes as your business and your needs change.
Premium Membership benefit options include:
- Business Book Library
- Corporate Forms Library
- Financial Planning Toolkit Subscription
- Government Forms Library
- Legal Forms Library
- Search Engine Optimization Web Site Audit
- Toolkit 411—Small Business Assistance
- Toolkit Publicity Pack
Learn More - Click here to Learn More about Business Owner's Toolkit Premium Membership
Order - Click here to order Premium Membership.
