See A Sample Financial Plan
I’ve found things go better when you have a plan. Your finances are no different. Therefore, I thought I’d share a sample financial plan and I’d be happy to build one for your.
See the probability of how your investments will fair. The software results are derived from 1000 simulations.
Have you ever wanted to know your odds of retirement? What are your odds if you retire at 63 versus 65 or what if you want to retire in Florida. In this section you will see your odds. The financial planning software uses Monte Carlo simulations and economic stress tests to show you the impact of potential changes.
You can set a budget for different categories based on prior expenses and monitor how well you stick to the budget.
The software can help you build a better payoff strategy. Pay your debt off sooner and smarter.
Is a Roth conversion right for you? We can see if moving taxable assets to either tax deferred or tax free is best for you.
Other examples in the financial plan include Social Security strategy (when should you it), college funding analysis, tax estimate, life insurance (the software will show you how much you need). There are many more features, these are some of the big ones.
Please contact me to get your plan scheduled. Please see my calendar to book your appointment: calendly.com/macielwealth