Do You Need Budgets? A Retirement Plan? A Flexible Financial Plan?

What do you need to do?

By emphasizing personalization, and giving you a planning system rather than a narrowly focused calculator FinanSavvy can be used to address a variety of immediate needs. What do you need to do?

For Personal and Family Budgeting
For Financial Security
For Retirement Planning
For Investors

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Elevate Budgeting to Strategic Planning

Personal Budgeting

Use FinanSavvy cloud hosted software to make better decisions about how much to spend and what to spend money on.

  • Spend with confidence knowing you have a long term plan
  • Find opportunities to focus spending on things that you care about more or increase savings
  • Become more conscious of your spending

With FinanSavvy Budgets You Can:

  • Auto-generate detailed Budgets that reflect average spending for your income bracket that you can edit to personalize.
  • Use Budgets in Lifetime Viability Forecasts so you can see how spending impacts long term plans.
  • Capture spending by week, month or year and see how this rolls up to annual amounts.
  • Summarize spending by category so you can assess how your spending aligns with your priorities.
  • Sort by total spend to easily identify the biggest saving opportunities by line item or category.
  • Experiment with multiple budgets reflecting different planned spending behaviors.
  • Graphically compare your spending plans with US national averages.

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Financial Security Requires A Plan

Plan to Have Enough Money

Money matters. Having enough now and in the future depends on current and future earning, spending, saving, investing and taxes. Letting things 'just happen' leads to random outcomes. Being financially savvy means knowing what to do with the things that are under your control, and understanding the potential impact of the things that are not.

FinanSavvy cloud hosted software empowers you to:

  • Decide what to spend now based on your income, obligations and goals.
  • Create a long term plan for achieving the financial objectives that matter the most to you.
  • Plan for long term liquidity and easily 'stress test' your plans by modeling periods of income loss, poor investment performance and unexpected expenses.

With FinanSavvy You Can:

  • Use Budgets to detail, analyze, prioritize and benchmark your spending plans vs. national averages.
  • Formulate Strategic Spending Plans by linking Budgets to Lifetime Viability Forecasts that show how liquid you can expect to be over time based on your spending and assumptions about income, investing, taxes and spending.
  • Completely personalize your plan with Life Events which let you plan for any number of future changes to any forecast assumptions.
  • Access and control every underlying assumption that drives your plan.
  • Copy and compare forecasts with varied assumptions to determine your best plan.
  • Easily and automatically account for inflation both when applying assumptions in the future and with respect to how you expect spending to change over time.

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Rigorous And Strategic Retirement Planning

Plan for Retirement

There is a viable best path to a financially secure retirement for everyone. Finding that path for yourself requires you to weigh a wide range of highly personal considerations including:

  • Financial circumstances
  • Lifestyle and financial goals
  • Investment plans
  • Taxes
  • How these things will evolve before and during retirement

Inflexible calculators that overemphasize investing and treat your whole life as simply before and after retirement cannot help you find that path. 'Black Box' planning approaches give you a one time answer without helping you understand the dynamics behind your financial outcomes. FinanSavvy cloud hosted software empowers you to answer most important retirement questions.

  • When can I retire?
  • How much do I need to save now?
  • What quality of life can I expect during the different stages of retirement?
Create a detailed, continually updated and completely personalized plan without special training or expertise that precisely charts your best path.

With FinanSavvy You Can:

  • Generate Lifetime Viability Forecasts that model your financial liquidity over any life expectancy you choose based on the assumptions that you control.
  • Personalize your plan. Use Life Events to reflect expected lifestyle changes during the different phases of retirement, to model things like one time costs or to see the impact of future changes to your assumptions.
  • Create strategic spending plans. Use Budgets to plan retirement spending in detail and apply Budgets in forecasts.
  • Visually compare multiple versions of forecasts so you can see the impact of varying assumptions over time.
  • Regularly review and easily update your plans to reflect changing expectations and goals before and during retirement.

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A Personal Strategic Vision Is Critical For Investment Planning.

financial planning software

FinanSavvy cloud hosted software equips you to gain the necessary context for Investment Planning. Context you need to make investment decisions or work effectively with an adviser.

The greater the returns from any investment or investment portfolio, the greater the risk. The returns that you require depend upon your long term goals, income, savings and spending. The strategic understanding of your financial circumstances that FinanSavvy provides equips you to decide the returns that you need and the amount of corresponding risk that you are willing to take to achieve them.

With FinanSavvy You Can:

  • Generate Lifetime Viability Forecasts that show how liquid you can expect to be over time based on your plans and assumptions about income, investing, taxes and spending.
  • Use Budgets that you can link to forecasts to drive spending assumptions in different periods.
  • Completely personalize your plan with Life Events which let you plan for any number of future changes to any forecast assumptions including returns.
  • Access and control every underlying assumption that drives your plan.
  • Copy and compare forecasts with varied assumptions to determine your best plan. Easily see how variations in the performance of investments by asset class impact your long term outcomes.
  • Forecast regular investment account contributions, returns and balances.

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FinanSavvy and FinanSavvy.com are Trademarks of Sightful Software, Inc. Copyright 2017
Sightful Software, Inc. is neither a registered investment advisor nor a broker dealer. The Service is provided for educational purposes.

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