Pay Yourself First

The Pay Yourself First calculator is a powerful tool designed to promote a disciplined approach to personal financial planning by prioritizing regular savings and investments for future needs. This calculator illustrates the power of setting aside a portion of income before allocating funds to other expenses, thereby ensuring that savings goals are consistently met. By automating savings contributions, individuals can cultivate healthy financial habits and build a solid foundation for long-term financial security.

Pay Your Self First

Paying yourself first is one of the best ways to build a retirement fund.

Whether saving for retirement, a child’s education, or a major purchase, regular contributions accumulate over time and benefit from the power of compounding. The calculator illustrates how even modest monthly contributions can grow substantially over the years, highlighting the potential impact of disciplined saving and investment practices on achieving future financial milestones.

Pay Yourself First Calculator is also available in French

Pay Yourself First

Calculators are available in English and French. 

Integrating Calculators on Your Website

Integrating the Pay Yourself First calculator into financial planning website empowers clients to visualize the benefits of prioritizing savings. By inputting variables such as monthly savings amount, expected rate of return, and investment timeframe, individuals can forecast the growth of their investments and understand the tangible rewards of consistent savings efforts. This proactive approach not only fosters financial resilience but also instills confidence in achieving long-term financial goals. Embracing the Pay Yourself First philosophy ensures that clients take control of their financial futures, laying the groundwork for financial independence and peace of mind.

Leaf IconThe calculator can be viewed for free up to five (5) times on this site.
To use the full-featured versions of these calculators in FreshPlan, please contact us.

Companion Infographic

This Investment Success infographic illustrates Tips for Investment Success. Beginning with a financial plan, readers are reminded of solid financial planning strategies that include working with a financial professional. This infographic is available in FreshPlan.

Investment Success infographic


These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

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