Purpose of The Toolkit
This Free To Use Toolkit contains a variety of calculators that will assist financial planners answer
many of the questions that a client may have, both pre and post retirement. These include a Survivorship Duration
calculator; Target Retirement Assets calculator and an Assets Exhausted projection.
We are working on a major application.
The emphasis is a whole of life focus of aims, dreams and aspirations - they can range
from childrens education costs, paying off a mortgage to funding leisure and travel. The calculations
support how to achieve these objectives. The data is tightly controlled and is saved and loaded from the planner's
computer, not an external database. It allows cut and paste into a variety of developed reports/SOAs, with nominal
and inflation adjusted presentation.