Planning for the future? This Savings Growth calculator will help you compare different savings scenarios to discover the future value of investment. 

Calculate two different scenarios for a side-by-side comparison.

Savings Growth Calculator: A Smart Tool for Financial Clarity

The Savings Growth Calculator is an intuitive, online tool designed to help clients visualize and understand the long-term potential of their investments. By inputting key details—such as the initial investment amount, ongoing contributions, and the desired rate of return—users can explore different scenarios to uncover how their savings might grow over time. The calculator also takes into account essential factors like inflation adjustments, the age at which you start investing, and the number of years your money will be invested.

This comprehensive tool is fully branded to seamlessly integrate with your financial practice’s website, offering a personalized, professional experience for clients. It’s designed to be accessible to everyone, whether they’re just starting to save or looking to make adjustments to their current strategy.

Customize ‘What-if’ Scenarios Clarity

With the ability to customize inputs, this Savings Growth Calculator lets clients experiment with different financial scenarios to see how minor changes—like increasing monthly contributions or adjusting the expected rate of return—impact future savings.

Why Advisors Share This Tool with Clients

For financial advisors, providing tools like the Savings Growth Calculator can be a important in fostering client engagement and trust. It offers a tangible way for clients to see the long-term value of their financial decisions and demonstrates the impact of their current habits, whether it’s saving more, changing the investment strategy, or rethinking their goals. By sharing this tool, advisors not only enhance the client experience but also create an opportunity for deeper, ongoing conversations about future planning. It’s an effective way to empower clients to take control of their financial journey, giving them confidence in the steps they are taking and reinforcing the value of their partnership with you.

How Clients Benefit from the Savings Growth Calculator

For clients, the Savings Growth Calculator provides a clear and reassuring way to understand the future value of their savings. It helps break down complex financial concepts into easy-to-understand visuals, showing exactly how their investment strategy could unfold over time. Whether they’re saving for retirement, education, or another major goal, this tool gives them a transparent look at how their money could grow, depending on different scenarios. It’s not about predicting the future with certainty, but about giving them the insights to make informed, confident decisions about their financial path forward.

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

Responsive
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.

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