Personal Financial Planning Software

A unique feature of ExecPlan Express is that it can model a broad level of planning objectives from basic budgeting to advanced investment asset modeling. Its ability to handle these basic calculations makes it a superior choice to simple retirement calculators or budgeting software. The features that allow it to be useful for advanced planning, also allow it to model more personal day to day issues such as:

Onetime expenses - User can add, remove or change the growth or value for any expense at any time.

Debt Liquidation - An individual’s debt can be refinance, paid off, or incur new debt at any time in the planning horizon, and the software will automatically re-amortize the loan accordingly.

Debt Calculations - Express will also automatically calculate and new future payments base on the terms of the loans.

Cash Management - Express will automatically determine the shortfall and liquidate assets to meet that shortfall or allow the shortfall to “pile up” until any future point in time.