Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Software
Services other than planning / advice: Software, website development
Software
ESPlannerBASIC (Economic Security Planner, Inc.)
http://www.esplanner.com/product_catalog2, Free
Planning software for people who want a more detailed than usual analysis of what they need to save for retirement.
ESPlanner (Economic Security Planner, Inc.)
http://www.esplanner.com/product_catalog2, $149 for Individual users
Planning software for people who want a detailed analysis of what they need to save for retirement.
Financial Life Planning Online (Financial Life Planning Institute)
http://www.flponline.net/
FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help financial services professionals understand and apply financial life planning into their practices.
RetirementWorks II (RetirementWorks, Inc.)
http://www.RetirementWorks2.com, $189 retail, $89 wholesale, for the first year. $44.50 for renewal years.
Consumer-usable software for individuals, employers, and other sponsors. Performs comprehensive, integrated financial plans for retirees and near-retirees.
AgTransitions (University of Minnesota)
https://www.agtransitions.umn.edu/, Free
Software that you can use to develop a professional quality transition plan to pass your farm to the next generation.
Career Interest Game (University of Missouri Career Center)
http://careerplanning.about.com/gi/o.htm?zi=1/XJ/Ya&zTi=1&sdn=careerplanning&cdn=careers&tm=6&gps=184_410_1067_900&f=00&tt=14&bt=0&bts=1&zu=http%3A//career.missouri.edu/students/majors-careers/skills-interests/career-interest-game/%3Fmenu%3Dstudent%26expan, Free
Helps you identify career areas that suit your personality style – a simplified version of the Self-Directed Career Search.
FreeEthicalWill.com
http://www.freeethicalwill.com/, Free
This online service helps you construct an ethical will online.
LegacyWriter.com
http://www.legacywriter.com/complete_estate_plan.asp, $34.95
Helps you write a will, living will, or power of attorney in minutes, print and sign it yourself, without an attorney
LegalZoom.com
http://www.legalzoom.com/wills-estate-planning/wills-estate-planning.html, Prices vary
Help in creating essential estate planning documents.
Life Plan Writer 6 (Typing Chimp Software)
http://www.characterpro.com/lifeplanwriter/, $69.99
Life Plan Writer 6 is a wide-ranging but reasonably easy-to-use software package to help you think through, organize, and carry out plans that reflect your beliefs, personality, goals, and finances.
Personal Historian (RootsMagic, Inc.)
http://www.personalhistorian.com/, $29.95
Software to help you construct own personal history / memoir.
Plan Your Legacy
http://www.planyourlegacy.com/faq, Free, but requires professional advice for completion
Offers software to capture key information as well as personal thoughts, and explicitly coordinates with financial plans and legal documents; they can help hook you up with planners in your area who are familiar with this process.
Quicken WillMaker Plus (Intuit)
http://www.nolo.com/products/quicken-willmaker-plus-WQP.html, $69.99, with discounts available
Helps you write your own will, create a power of attorney for finances, and make a customized estate plan.
Ready to Advance Your Career? (Psychology Today)
http://psychologytoday.tests.psychtests.com/take_test.php?idRegTest=1334, Free basic analysis; $9.95 for details
The free results just give your your overall. The complete results consist of a multi-page report providing a more detailed analysis and offering suggestions about how to improve your readiness for advancement at work.
Retirement Estimator for Farm Families, A (Purdue University and the U.S. Department of Agriculture)
http://ces.purdue.edu/farmretirement/, Free
A somewhat simplistic calculator, but one of very few designed specifically for farmers.
Self-Directed Career Search (PAR, Inc.)
http://careerplanning.about.com/gi/o.htm?zi=1/XJ&zTi=1&sdn=careerplanning&cdn=careers&tm=10&gps=124_372_1067_900&f=00&su=p284.9.336.ip_p554.13.336.ip_&tt=2&bt=1&bts=1&zu=http%3A//www.self-directed-search.com/, $4.95
This on-line service categorizes you as one of six types – Realistic, Investigative, Artistic, Social, Enterprising, or Conventional – then provides a list of job types that match your category.
What Type of Volunteer Work Is Best for You? (ProProfs)
http://www.proprofs.com/quiz-school/story.php?title=what-type-volunteer-work-is-best-you, Free
A simple pop quiz designed to help you identify what kind of volunteer work would be a good fit for you.