VeriPlan is a sophisticated and highly customized family financial planning software application. Developed initially to be a personal decision application for financial advisory customers, in 2006 an individual user version of VeriPlan was first offered that home individuals could use by themselves. Every year since then, it has been enhanced and updated.
VeriPlan is now the most sophisticated and personally customizable do-it-yourself best personal finance software that can be purchased on the market -- and for far below the price of competitors' financial planning software.
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VeriPlan is available for immediate downloading and runs on any Windows PC or Mac with MS Excel.
VeriPlan gives you significant personal insight into your most important personal finance and investment portfolio decisions. Through comprehensive and customized lifecycle projections, VeriPlan's integrated financial calculators and investment calculators model your particular financial situation across your adult lifecycle. VeriPlan projects fully integrated scenarios about your income, expense budget, debts, investment portfolio assets, investment returns, and investment costs within the context of the U.S. federal, state, and local income taxes that apply to you. VeriPlan presents all your personal lifecycle financial modeling information in clear graphics and data tables.
You can easily customize any of your personal data and settings in VeriPlan. After you make any modification, VeriPlan's financial calculators and investment calculators automatically and instantaneously revise your complete lifetime projection. As you use VeriPlan's rich set of fully integrated “what if” financial modeling tools, you take control of your own financial, investment, and retirement planning.
Personal Users: VeriPlan helps self-directed personal users to understand the possible future implications of current financial planning behaviors. VeriPlan projections model the lifecycle finances of one or two adult users and their dependents. Any family member who resides in the same household may use VeriPlan.
VeriPlan can help you to analyze important personal finance decisions, including:
Career:
Debt:
Education:
Estate:
Insurance:
Investment Costs:
Investment Returns:
Investment Risk:
New Business:
Real Estate:
Retirement:
Savings:
Taxation:
No Support Contract Required; No Need To Buy Upgrades, Since All Parameters Are User-Changeable
Advisory Users: VeriPlan is a valuable tool for financial advisors who serve the fiduciary interests of their financial planning clients. Advisors can obtain a right-to-use VeriPlan on behalf of their clients, when they provide VeriPlan to their clients.