Investment planning calculators help to map out an investing strategy to help you meet your long and short term goals. These calculators offer insights into different financial situations and strategies, highlighting the importance of an investment strategy that takes into consideration goals, risk tolerance, rates of return and diversification.

Create and save multiple scenarios for each calculator to illustrate insights into different financial situations and strategies.

Investment planning calculators are invaluable tools for individuals seeking to chart a course towards achieving their financial goals. These calculators provide essential insights into various investment scenarios, aiding in the development of a robust investment strategy that aligns with both short-term objectives and long-term aspirations.

Creating Different Scenarios
Effective investment planning involves balancing risk and return according to individual preferences and financial capacity. Investment calculators allow users to experiment with different asset allocations and investment mixes, demonstrating how adjustments in risk tolerance can impact potential returns over time. This process ensures that the chosen investment strategy aligns with personal comfort levels and financial goals.

Empower your Clients
Investment planning calculators serve as educational tools, empowering individuals to take control of their financial futures. By understanding the mechanics of investment returns, risk management, and the power of compounding, users can make informed choices that align with their financial goals and values.

Understanding the Complexities
Investment planning calculators are indispensable for anyone serious about achieving financial success and security. By providing clarity on investment strategies, assessing risk tolerance, highlighting the benefits of diversification, and emphasizing long-term wealth accumulation, these tools empower individuals to navigate the complexities of investing with confidence.

The Value of Advice
Advisors who integrate these tools into their services demonstrate a commitment to empowering clients with the knowledge and tools paving the way towards achieving their aspirations and building a solid foundation for a prosperous future.

These interactive investment planning calculators can be embedded in your web site quickly and easily so you’re up and running in no time.

• Consumer-facing – engage visitors to your website
• Fully Responsive– ready for any device
• Branding – content will blend with your  branding
• Languages – available in English and French

Additionally, these calculators are available in the advisor-facing FreshPlan financial planning software.