Financial Planning Software sophisticated enough for advisors,
but intuitive enough for consumers.
Finally, Financial Planning Software done right.
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Rental Property Investment Calculator
A very powerful tool for investors in the real estate industry trying to calculate profitability on potential property. Many investors don’t truly calculate the costs for their investment and this program attempts to close the gap of financial guessing from reality.
Home Tab – Category headers include Investment, mortgage, Expenses, Income and Profitability at 10 years.
Chart Equity Tab – Illustrated visually the crossover point into breakeven based on data input from Home tab for income and expenses.
Chart When Profitable Tab – – Illustrated visually the crossover point into profitability based on appreciation, net return of profits. Bottom chart shows how many months until profitability.
Amortization Tab – view the math behind the formula results to see how each month tracks.
Depreciation Calculator
Modified Account Cost Recovery System MACRS is the method used for this handy calculator for all those needing to estimate how an asset depreciates over time.
Basis – is the dollar starting point
Depreciating Method – DB-SL is for Declining Balance Single Line
Convention – Time period
Self-Explanatory single page workbook.
Credit and Loan Payoff Calculator
Input Tab – Debt can be good or bad but high interest debt is almost always bad. Use the free Asset Planet calculator to itemize all your debt and help identify those that should be paid off first.
Top section of the worksheet establishes the math behind paying off a debt based on time, loan amount and rate. You can choose to payoff the highest rate card first or lowest rate in the drop choice for Payoff strategy.
The bottom section of the worksheet is for listing all your debt and terms.
Schedule Tab – For those who like to see the data results this page will show the schedule payoffs for each debt based on Input choices made on the first tab.
Access many features on multiple devices.
Manage your financial future with unparalleled ease and flexibility. Our cutting-edge platform ensures that your financial information is always just a tap away, no matter where you are or what device you’re using.
features WhenIDie.com
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Stop thinking and take actions.
Asset Planet module for Death Legacy Protection is an easy to use and valuable program that costs less than some people spend on coffee. No excuses- low cost and easy to use.
Everyone dies. it's not If I Die it's When I Die. Deniable of these facts often lead to poor planning and if that person is is you then it's time to change.
Those of action care about leaving a positive legacy for those friends, family and loved ones that are left behind.
Those of action care about leaving a positive legacy for those friends, family and loved ones that are left behind.
Mobile Applications by Asset Planet
Inventory and Collectibles
Inventory & Collectibles (2 in 1) – Embrace OCD and the love of being organized with these two apps. Inventory organizes items in your home, office, storage and other locations in an easy-to-use, detailed process. The Collectibles App covers many types of collections with enough detail to satisfy the pickiest of collectors.
Key Features
- Organized layout for intuitive data entry
- Categories and drop downs simplify adding items
- Specific choices for each item so users get detailed results
- Search, sort and filter quickly
- Update inventory and collection value with appreciation or depreciation
- Share your inventory with friends, family or your professionals
- Details for value, warranty and other fields are great for insurance purposes
- Export to CSV file if needed
- Graphical interface, pleasing to the eye
- Pictures, videos, and scanned receipts can all be included
- Auto backup with roll back features to “un-do” a change
- UPC scanning engine for quick data entry
- Loan/Borrow module keeps track of item possession
- Your data is private! Name, location and details are encoded to become a generic number to our staff and others. Your Privacy read more.
- Why pay for one app that is limited when you can join the Asset Planet platform and get multiple apps for one low price?
- Earn credits by engaging for feedback and maybe you will qualify for a free subscription and other perks.
Try and buy, safe and secure with no selling of client privacy. Cancel at any time…but you won’t want to because we are going to do everything possible to make you happy with support, new features, fast updates, and listening to users for how to improve! Android or iOS
When I Die (Death)
Planning for the uncomfortable topic of death is typically not high on the list, but we understand removing the chaos from the surviving person’s life after your passing is the most impactful step you can take. The peace of mind that you will have once this critical and responsible step is complete is priceless.
We have made the process extremely simple, with help modals on every screen. There is a checklist that will provide visual clues as to what is complete, what still needs attention and what does not apply to your situation. Record personal videos for friends and family and create emails and text messages that will be sent after you pass. Create Personal Instructions, list any Litigation you are involved and don’t forget to detail where any Personal Information may be located.
Features
· Tremendous thought went into the design of this application to ensure ease of use.
· Use templates to create emails and text messages that will be sent by Trusted Individuals upon your passing.
· Add Important Documents and have the ability to share those documents with the simple click of a button.
· List all of your funeral wishes so nothing is missed and you get what you want, even after you are gone.
How to Use
· Sign Up on the mobile app or desktop and start with the checklist. Watch the videos we have placed inside the help modals, located on every screen.
· Add Contacts, Passwords, Upcoming Bills, Insurance Polies and much more.
· Review the Dashboard often to ensure your information is up to date.
Debt Payoff Calculator
Loan Payoff Calculator – There is good debt and bad debt, and this is something many financial advisors discuss with client. With Asset Planet, users can help determine what is best for them. Our AI within the Loan Payoff Calculator will first compare your rates and terms with comparable loans and the current savings rates on 10-year US Treasury bonds. If our software AI detects a disconnect between what a user has vs other facts, the user will receive a notification to evaluate better opportunities. For example, a good use of debt might be a home loan, but if the terms of the original loan are high for today’s market, the user will receive a notification with possible opportunities to contact third party financial partners to address their needs. High interest rate credit cards and other short-term, high-rate, non-deductible debt are possible examples of bad debt. Users that want a mathematical method to determine how to pay the debt can utilize the functionality of the Asset Planet Loan Payoff Calculator. This app is integrated into our Organizer Planner and Protector desktop suite for powerful integration for users and other people they trust to collaborate.
Budget
Budget – Designed by financial professionals for detailed analysis for the specific power-user or simplified by automation and AI with minimal user customization. Our Budget App will offer complete integration into our Organizer Planner and Protector desktop suite of applications. Used in conjunction with our Income App, a user can estimate their ability to save after-tax.
College Planning
College Planning – This app from Asset Planet is a stand-alone breakout from our Goals and Planning module because college planning can be highly complex with many choices. Our software has many advanced nuances and niche features derived from the financial knowledge of our founders. We included this knowledge into specific fields and custom dropdowns to ease the process for each user, so they can get the results they want as fast as possible. One example would be the ability to draft a financial plan where some of the costs are divided in a way that leaves the student with little to no debt, or a targeted manageable number. With our integrated software users will be share their goals with loved ones, financial advisors, or other trusted people. Track progress constantly, with notifications and other useful support.
Income
Income – Our Asset Planet Income App is a great tool for an individual or family that are in power-savings and income-generation mode. If you have multiple sources of income from your job, side hustle or passive investments, this app is for you. Designed as a stand-alone app or used in conjunction with our Organizer Planner and Protector desktop suite for powerful integration for users and other people they trust to collaborate. Any app can add and subtract totals but the Asset Planet app will estimate the taxability of each income stream individually and in total. With our sharing function a couple can estimate their household income. Used in conjunction with our Budget App, a user can estimate their ability to save after-tax.
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
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Asset Planet provides a best-in-class experience. Work across multiple platforms in harmony.
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Testimonials
Hear what our customers say about our company
A. Sneidman
What is the point of success without taking care of my loved ones? This software was easy and my whole family is now involved.
B. Johnson
An elegant an easy solution that my clients appreciate.
Ian Goldey
We took decades of experience and crafted that knowledge into this easy-to-use Legacy Module.
T. Adams
The When I Die Module could have helped our family but I’m glad that it now exists for others.
V. Rodriguez
I have seen people is hospice care still denying their death or others given grave news and still fail to plan. I’m hopeful this program will reduce unnecessary suffering.
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
/ Helping Everyone, Everywhere, Who Earns An Income, Pays A Bill Or Dreams Of A Better Tomorrow ™
Everything you need to know about
If you have recently completed or reviewed import documentation such as a Trust or Health Directives, then you are already ahead of most people. You are the type of person the Death Legacy Protector was built for. Asset Planet created this incredibly easy, but deeply detailed checklist driven process that contains multiple features. One of those features is the built-in secure 2FA file sharing system accessible from anywhere in the world with Internet condition and the ability to remember either of these websites- iFiDiE.com or WheniDie.com. Any device using Apple or Android. You have probably spent hundreds, if not thousands, of dollars for professional legal services for your documents. Why not spend $24.95 for one month to see if the Death Legacy Protector lives up to its name and helps compliment the work you have already begun. Buy now and lock-in special 1st year price, lock-in guaranteed lowest price on renewal, and extra features offered for free for special promotions.
Advanced Health Care Directives (ACHD) should be created by every adult who has opinions on how their body should be treated in a medical emergency. Each state is different, and some health insurance companies offer their ACHD form for free. Estate professionals often include the ACHD in their services when creating a Trust. Once you have completed an ACHD you need to make it accessible to people you care about, and to those that care about you. The Death Legacy Protection module made this document highly accessible within our program, should it ever be necessary to access by anyone you authorize, anywhere in the world, with the internet and these websites- iFiDiE.com or WheniDie.com
Will and Trust – Many financial institutions do not recognize a Will as a legal document versus a Trust. For this reason, we recommend everybody of legal age have, at a bare minimum, a Will and, whenever possible, consider the added benefits of a Trust structure. This often involves a conversation between client and legal professional along with investment advisors. Sometimes a client may choose the DIY route with assistance of a 3rd party web-based solution. Subscribers to our Death Legacy Protection module can easily share these documents with those they choose using our file management dashboard.
Asset Planet company does not offer tax or legal services, but our members, at their choosing, can get introduced to various online or in-person services. Often these introductions to 3rd parties will include special discounts for being a subscriber to Asset Planet.
Once the Death Legacy Protection has been activated, past the fail-safe time, then their various parts of the program become locked into view-only mode and cannot be altered. These include audio/video and personally written instructions.
Plan Creators have the choice of delaying the activation completion by a few hours to a full day and the program refers to a fail-safe delay. Within that time, they will be contacted by the automated system within the Death Legacy Protection module and given opportunity to over-ride and stop the process. Currently we use SMS as email-based solutions for notification.
No we don’t, here is our privacy policy for detailed information. If our clients leave any site controlled by Asset Planet then we are no longer in control of what our user is exposed to, but our policy is to use client data internally to serve our subscribers, and subscribers choose if they want to inquire about additional products or services from 3rd parties.
Promotions are temporary and can be changed at any time but if you lock in a promotion or benefit at the time of purchase then Asset Planet honors that original bonus. Example; price lock on renewals means next year the price listed on the agreement is the price you get even it prices for newer subscribers has increased. Example; Unlocking full features on our other apps and other programs is based on each promo but we are highly sensitive to giving the maximum value for your subscriber dollar and so inclined to give many bonus opportunities for those using the program. You should expect more benefits not less, please support the community through referrals and renewals. Here is a link to current promotions for becoming a new subscriber today and not delaying.
Agreed it is an easy low-cost solution to build on your own. Is it easy to access and remember for everybody else? For example are your friends and loves ones more apt to remember 192.168.11.49 or these websites- iFiDiE.com or WheniDie.com. Quite simply, during times of chaos you don’t want people having tech headaches which is why we made the software and important documents accessible, on any device, anywhere with Internet, all protected by 2FA and other security. The type of person smart enough to ask this question is also someone this program was created for. Look at our multiple features and solutions Asset Planet offers in the Death Legacy Protector, in addition to file sharing, and we believe you will see great value in such a low-cost pricing of only $24.95 a month. Lock in subscription now for low-rates on renewals and other benefits.
Agreed it is an easy low-cost solution to build on your own. Is it easy to access and remember for everybody else? For example are your friends and loves ones more apt to remember 192.168.11.49 or these websites- iFiDiE.com or WheniDie.com. Quite simply, during times of chaos you don’t want people having tech headaches which is why we made the software and important documents accessible, on any device, anywhere with Internet, all protected by 2FA and other security. The type of person smart enough to ask this question is also someone this program was created for. Look at our multiple features and solutions Asset Planet offers in the Death Legacy Protector, in addition to file sharing, and we believe you will see great value in such a low-cost pricing of only $24.95 a month. Lock in subscription now for low-rates on renewals and other benefits.
Asset Planet does not offer free trials because we price everything very affordably to start. A member may cancel at any time and utilize subscriber benefits for the remaining period of the month or year. Some promotion coupons may include the opportunity to start with monthly and upgrade to yearly at maximum subscriber savings, so that each subscriber feels they got the best deal while also being given the opportunity to decide which contract is best for their needs.
An elegant an easy solution that my clients appreciate.
B. JohnsonEstate Lawyer 25yrs experience
This Legacy Module could have helped our family but I'm glad that it now exists for others.A. Sneidman
A. Sneidman Widower
What is the point of success without taking care of my loved ones ? This program was easy and my whole family is now involved
A. Sneidman Hospice and Nursing Care Director
I have seen people is hospice care still denying their death or others given grave news and still fail to plan. I'm hopeful this program will reduce unnecessary suffering.
V- RodriguezHospice and Nursing Care Director
We took decades of experience and crafted that knowledge into this easy-to-use Legacy Module.
Ian Goldey and Adam Meyers co-founders
testimonialsHear what our customers say about our AI solutions
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