A newbie here...
Looking for an advice on DIY financial plan. Are there any tools / software available to do the financial plan. I approached a firm but they said they will do financial plan only when they do the account management and also don't want to share a sample financial plan with all details.
I am specifically looking for a comprehensive plan that may be able to do cash flow projections, cover real estate, social security withdrawal strategies along with the run off the mill AAs...
I don't mind paying someone to do the job, but having a software that could be used on an going basis would be of great help.
Any ideas are appreciated.
Thank you
S
Looking for an advice on DIY financial plan. Are there any tools / software available to do the financial plan. I approached a firm but they said they will do financial plan only when they do the account management and also don't want to share a sample financial plan with all details.
I am specifically looking for a comprehensive plan that may be able to do cash flow projections, cover real estate, social security withdrawal strategies along with the run off the mill AAs...
I don't mind paying someone to do the job, but having a software that could be used on an going basis would be of great help.
Any ideas are appreciated.
Thank you
S