VeriPlan Overview 7: Satisfaction Guarantee, Documentation, and Household License

VeriPlan is the Best Financial Planning Software for Individuals

VeriPlan Overview: Part 7 of 7

VeriPlan financial software satisfaction guarantee, licensing, documentation, and system platform information


All of VeriPlan’s worksheets provide extensive and readily available documentation. A separate manual about VeriPlan’s personal financial management software and investment growth calculator features is not necessary, because all necessary instructions are in the software where you need them. Nevertheless, the VeriPlan product also includes a VeriPlan User Guide manual that you can download right now for free. Just go to the home page of this website, and look about half way down in the left sidebar.

This VeriPlan User Guide manual includes substantial additional materials including a discussion of the financial planning, personal savings, retirement planning, and investment asset management viewpoints that guided the design and development of the VeriPlan financial software. For other financial planning materials that are not directly related to usability, VeriPlan provides hyperlinks to financial planning and investing articles on The Skilled Investor website and to certain personal finance materials elsewhere on the Internet. These other personal finance materials on the Internet are linked to via The Skilled Investor website, so that up-to-date links can be maintained for you on out website.

Unconditional 30-day Satisfaction Guarantee:

VeriPlan is a personal financial planning software application. You need to purchase a legal license to use it. If after installing and using VeriPlan, you find that its financial calculators are not right for you for any reason, then you have 30 days to request a refund of the money that you paid for your VeriPlan license, including any sales taxes.

Systems Platform for Macs and Windows PCs with Microsoft Excel:

The VeriPlan financial software runs in a standalone configuration. Internet connectivity will augment the financial planning information available to you, but Internet connectivity is not required. To operate, VeriPlan requires a Macintosh or Windows personal computer that runs Microsoft Excel 2002 or later. If you have Excel on a Windows or Mac box it is probably Excel version 2002 or later. You can check by opening up Excel and looking for “about Excel” in one of the pull-down menus.

Concerning high performance, these are the relatively ancient configurations of two of our test machines that both provide virtually instant (under one second) recalculation of more computationally intensive changes to the data in live VeriPlan models. Test PC #1: Dell Precision 220 (mfg. 2000), Intel Pentium III – 798MHz, 256MB of RAM, MS Windows XP Professional 2002-SP2, MS Excel 2002-SP3.  Test PC #2: Dell Inspiron 4150 (mfg. 2002), Pentium 4 – 1.79MHz, 256MB of RAM, MS Windows XP Home Edition-SP2, MS Excel 2002-SP3.

Household Software License:

The VeriPlan financial software is licensed and is not sold. VeriPlan is only for personal, non-commercial use by one (1) household. When you comply with the end user license agreement, Lawrence Russell and Company grants to you a limited non-commercial, non-exclusive, non-transferable, and non-assignable license, without right to sublicense, for users who are subject to United States federal taxes to use VeriPlan. A household license permits you to use VeriPlan on all Macs and Windows PCs owned by a household.

License Purchase Information:

The price of one (1) personal, non-commercial end user household license for the currently marketed version of VeriPlan can be found on the home page. Payment is handled by PayPal and you can download VeriPlan immediately after ordering. California residents will also pay currently applicable sales tax. Terms of purchase are subject to change without notice at the sole discretion of Lawrence Russell and Company.

For United States Taxpayers Only:

VeriPlan licenses are available for purchase only to personal, non-commercial buyers who are subject to United States federal income taxes. VeriPlan’s financial calculators model current U.S. income tax rates and capital gains tax regulations and limitations. Furthermore, VeriPlan incorporates current U.S. income tax laws regarding tax-advantaged retirement investment accounts, which can significantly affect projected asset values and the order and timing of investment portfolio deposits and withdrawals. Therefore, it would not be appropriate for persons to use VeriPlan, who are subject to other national tax jurisdictions.

<– Go to part 6 of the VeriPlan Overview – Financial Projection Tools

Lifetime Financial Planning Decisions – Go back to part 1 of the VeriPlan Overview–>
Simply The Best Financial Planning Software You Can Buy!

VeriPlan for Financial Planners and Advisors:

Financial planners and investment advisors can offer the VeriPlan lifetime financial planner as a value-added component of their services offering. Financial advisors can acquire individual, personal use VeriPlan licenses to provide to selected clients. Through a special arrangement, the client and advisor can work together and share one VeriPlan household license. Quantity discounting for financial advisors is available on orders of 5 or more copies of VeriPlan.

If you are a financial adviser and you want to learn more, please contact us. Either use the contact form in the sidebar or the comment form at the bottom of this page. Otherwise, just send an electronic message to: advisors{@sign}theskilledinvestor{dot}com

Personal Financial Planning Software for Individuals


Click here to find more information about VeriPlan


Easily find ALL of the
lowest cost no load
mutual funds and ETFs
no load index mutual funds
Get the 2-for-1 Special
Available at these stores:

Amazon - Kindle/MOBI

Apple iBookstore - iPad/EPUB

Barnes & Noble - Nook/EPUB

Smashwords - EPUB/MOBI/PDF

Best Financial Planning Software
Get the Best
Financial Planning Software

Quickly Find the
Lowest Cost ETFs

low cost exchange traded funds book
Get the 2-for-1 Special
Kindle/MOBI from Amazon
EPUB, PDF, and other formats from Smashwords

Template by iThemes Watering can photo by Alan Cleaver from