pdf – Asset Planet

Founders’ Benefit Package: Exclusive Offer for Early Adopters

Unlock Exclusive Founders Benefits

As a thank you for your early support, we are offering an exclusive Founders Benefit Package to the first 500 professionals who join our platform. This is a one-time opportunity to secure unparalleled value and help shape the future of our service.

3-Year Price Lock: Your monthly subscription price will never increase for the next 3 years.
60% Discount: Get an immediate 60% off the list price and that is included in your lock price.
All Future Features included: All new features and modules added to the platform over the next 3 years are yours at no extra cost.
Priority Support: A dedicated Founders email provides you with exclusive, prioritized support.

Whatever rewards program being offered to the public founder’s our founders’ members will get DOUBLE. Example a referral that becomes a subscriber might get 2 free months subscription; this would now equal 4 months free from a Founders member.

Each Pro plan normally includes 2 complimentary full-featured client plans ($29.90 value). Founders’ members receive 4 free plans and 50% off any additional client plans as an exclusive benefit ($59.80 value)
Early Access to Beta Features: Get to test and provide feedback on new features and modules before anyone else. help shape all the features you want to see that address our company vision to “Improve the financial journey for everyone, everywhere”.

As a founding member, we are exploring the possibility of offering you the chance to invest in Asset Planet. This is a potential opportunity to own a piece of our future, exclusively available to both consumer and professional members who meet specific legal and regulatory requirements. We are exploring a range of options, including different share classes that could accommodate a broad group of investors while another might be limited to accredited investors.

Important Legal Disclaimers- This is a future possibility and not a guarantee. Any such offering is subject to all applicable legal and regulatory approvals, including those of the U.S. Securities and Exchange Commission (SEC) or other governing bodies. There is no assurance that this offer will ever materialize, and if it does, the terms, structure, and eligibility requirements will be determined at that time. Your eligibility to participate will be contingent upon meeting all requirements of the governing legal body for the specific class of shares being offered.

Act now. This offer is strictly limited to the first 500 professionals.

Limited Program & Early Termination

The Founders Benefit Package is a limited-time program and is subject to early termination at the company's sole discretion. The company reserves the right to modify or terminate this program, in whole or in part, at any time without prior notice. Upon the program’s expiration or termination, no new members will be able to enroll, and the benefits, pricing, or features of this original offer will no longer be available.

Optional Features & Add-ons

Any features, services, or premium add-ons introduced by the company that are not explicitly included within the "All Future Features, Included" benefit will be offered at their standard, prevailing rates. Founders Benefit Package members will not be entitled to any special or discounted rates on such optional features or add-ons based on their original Founders commitment.

Additional Users

Any new users added to a Founders Benefit Package subscription after the initial 500-subscriber limit has been reached will not be entitled to the Founders promotional rate. These additional users will be subject to the standard subscription rate and terms applicable at the time of their addition. The benefits of the Founders Package are exclusive to the original qualifying subscriber and are non-transferable.

The benefits of the Founders Benefit Package are non-transferable and have no cash value. The company reserves the right to determine, at its sole discretion, what constitutes a “professional user” for the purposes of program eligibility. The company’s determination of eligibility will be final and binding. This offer is provided in conjunction with our standard terms of service, which can be found on our website.

Referral x2 Program: Benefit is applied as a credit to the user’s account after each referred party completes their first full, paid subscription month. Membership Benefit Limitation. The free membership benefit offered to active paid subscribers is limited to a maximum of nine (9) months in any single calendar year. This benefit is contingent upon the user maintaining a minimum of three (3) consecutive months of an active, paid subscription within the same calendar year.

Financial Management

Income Tracking: See where your money comes from. Our platform has workflows for 15 different types of income, with the ability to define taxation for each income stream, giving you the key to a complete and accurate financial overview.
Liabilities & Credit: Take control of your debt. Our tool helps you manage your liabilities and gives you the power to choose how to pay off or delay, while helping you stay on top of your credit.
Debt Payoff: Your debt payoff strategy, synced. Our tool helps you tackle debt in a strategic way. It syncs across all devices, so you can manage your plan and make progress from your phone or desktop.
Budgeting: Your budget, your way. Our platform allows you to control your budget for yourself, partners, and families. It's fully customizable to meet your unique needs.
Subscription Monitoring: The irony of subscription trackers. Isn't the goal to save money? Our platform lets you monitor all your subscriptions for free, so you can finally stop paying another provider just to manage your spending.

Investments & Analytics

Financial Overview: We help you see the full picture. Our platform accounts for the crucial effects of inflation and taxes on your investments, so you can make informed decisions based on great data.
Rate of Return: Gain deep insights with our highly detailed workflow for 155 different investable assets. You can analyze returns based on static, custom, or 25 years of historical data.
Monte Carlo: Our tool runs thousands of scenarios to give you a clear range of possible outcomes for your financial plan. This helps you account for market volatility and plan for the future with confidence.

Life & Wealth Planning

Legacy Planning: Your legacy, made simple. Our powerful Legacy module helps you prepare for the future by creating detailed instructions now, providing peace of mind for yourself and your loved ones.
Divorce Analysis: Navigate your divorce with a shared, professional workspace. Our feature provides a clear framework for financial analysis, from asset valuation to tax rates, and helps you manage sensitive topics like visitation.
Social Security Analysis: Maximize your Social Security benefits. Our tool analyzes your options based on your unique situation, helping you understand the true impact of age and timing so you can maximize your lifetime income.
Disability Analysis: Our feature helps you understand the financial impact of a disability. It simplifies a complex topic by allowing you to analyze benefits and track your information, giving you peace of mind.
MyLegacyWall.com- This feature helps you create a lasting, digital legacy. It allows you to build a personal "wall" by uploading stories, photos, and videos, which can then be securely shared with loved ones. It’s a dedicated space to preserve your memories and share your life story, giving your family a clear and accessible record for generations.

Asset & Property Management

Inventory & Collectibles: Your complete inventory & collectibles app. Our two-in-one application lets you easily track every item in your home or office, from general inventory to 65 different types of collectibles.
Disaster Prep: Your digital disaster plan. Our feature helps you prepare for, instead of react to, unplanned events. It helps you create a comprehensive plan that is accessible from anywhere.

Technology, Security & Support

Self-Support: Get help instantly. Our self-support feature provides help on every page and for every item, so you can get the answers you need without leaving your workflow.
Document Storage: Your documents, secure and accessible. Storing your documents in our platform means they’re safe from physical disasters and protected with advanced security, all while being accessible from anywhere.
Bank Integration: Connect your bank account. Our secure integration automatically syncs your financial data, eliminating manual entry and giving you a real-time view of your finances.
Security: Your account security, our priority. Two-Factor Authentication (2FA) adds a critical second layer of protection, while Security Monitoring provides continuous oversight to protect your data from unauthorized access.
Email & Chat Support: We're here to help. Our email support team guarantees a response with a solution or escalation within 24 business hours. For priority users, our chat support provides a faster service when you need it most.
White Labeling: We provide the technology, you provide the brand. Our platform can be fully customized with your company's branding and sold as if you built it yourself.
Custom Solutions: We partner with enterprise clients to build custom versions of our platform that fit their specific requirements and scale to support their entire organization.