Fiona Financial Planner

Plan for your future retirement from the convenience of your phones and tablets.

Description

Plan for your future retirement from the convenience of your phones and tablets with the Fiona Financial Planner. The app provides a comprehensive and easy-to-use way to approach financial planning and your retirement.

Use the planner to create a customized financial plan based on your families financial circumstances. You can plan for current and future financial events such as selling a house, buying a car, and you and your spouses Social Security. You can track how your investment, tax free, retirement, and equity accounts hold up under your plan.

The Fiona Financial Planner provides detailed annual reports, complete with graphics. It lets you upload your current account balances, run your customized scenario based on current and future financial events, and download or email the results and reports.

It provides the tools to answer and find solutions to such questions as How will this financial decision affect my ability to retire at age 62, How does this purchase affect my future net worth, and Will I outlive my investments and if so what changes do I need to make.