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Download the Regular
Version
Planner
Example Screens
Printed Reports
It's
Top-Rated!
Top-Rated
5 stars from ZDNet
Top-Rated
5 cows from Tucows
Top-Rated
5 stars from WorldSSP.net
Top-Rated
5 stars from Paul's Pick
Top-Rated
5 stars from SoftPicks
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J&L Financial
Planning Software
Financial
Planner - Regular Version - $79.95
for Windows
95/98/ME/2000/XP/Vista
Vista Compatible
"Professional
features and quality -- yet easy to use by the
non-professional."
A
comprehensive, easy to use approach to your
retirement and financial planning.
- You can easily create a
financial plan for your retirement and
other personal financial planning.
- It provides the financial
planning tools you need to create a
comprehensive financial plan.
- You can plan for your
current and future financial events.
- You can track your
investment, tax free, retirement, and
other asset and equity accounts.
- It gives you a year by
year detailed retirement plan, financial
plan and results report.
- It imports your account
balances from other financial software,
data bases and spread sheets.
- Export your results to
spread sheets and data bases.
- You can manage and track
your credit card debt.
In their
September 18th issue Barron's had this to say
about our financial planning software.
"If
desktop software is more to your liking,
J&L Financial Planner (www.jlplanner.com)
is the most flexible,
sophisticated package we found." ,
"Redoing the Family Office", by
Kathy Yakal, Barron's,
Dow Jones Business and Financial Weekly:
Electronic Investor Section, September
18, 2006
The
J&L Financial Planner Allows You to Choose
Your Own Level of Detail
In a few
minutes you can create a simple "broad
brush" financial plan, and as you become
more familiar with the program, you can add
detail to create a very comprehensive plan.
As reported in the BusinessWeek article,
"Getting with the
Retirement Program" by Ellen Hoffman, July 25,
2005, "J&L produces a year-by-year
report -- which it calls a scenario -- for
the rest of your life, including
excruciatingly detailed data on just about
any financial event you can think of, ranging
from getting a $100 rebate on your recently
purchased computer to receiving a large
inheritance."
Other
Reviews
Accounting
Today magazine, in a recent article, included
the J&L retirement and financial planning
software as "best of breed."
"J&L's
retirement and financial planning software is
a cost-effective program for developing
strategies for retirement, education, home
ownership and other goals; showing how those
strategies are affected by life financial
events such as inflation, taxes, mortgages
and loans; and creating viable options in the
plan through calculators for mortgages,
refinance analysis, accelerated mortgage
payments, inflation, trade-off analysis,
required minimum distributions and credit
card payoffs." "Modules,
specialty tools define 2004 PFP
software", by Dave McClure. Accounting Today
Vol. 18 No. 5 March 15-April 4, 2004 Full text of the above review.
In 2003
Accounting Today had this to say about the
J&L financial planning software.
"Imagine a $59.95
retirement and financial planning software
program that also has calculators for
mortgages, refinance analysis, accelerated
mortgage payments, inflation, trade-off
analysis, required minimum distributions and
credit card payoffs -- then add Monte Carlo
simulation, ability to import or export tab-
or comma-delimited files, and a 64-page PDF
instruction manual." "Basic
analysis tools cover the gamut of PFP
practices", by Steven Levey. Accounting Today
Vol. 17 No. 5 March 17-April 6, 2003 Full text of the above review.
Note: The
Monte Carlo Analysis is only available with
the Professional Version of the J&L
Financial Planning Software.
In 2001 when Tucows
reviewed J&L's financial planning
software and awarded the planner its top
rating the reviewer stated:
"The J&L Financial
Planner is the ultimate financial planner. It
is easy-to-use and generates concise results.
And it is loaded with features to cover the
various financial events in your life."
The review goes on to state "This
user-friendly program makes it easy for
anyone to do their financial planning. You
can prepare for financial events before they
happen. It is a good way to organize and
manage your finances." Tucow's August 27, 2001 Review
In 2001, when ZDNet awarded
the J&L Financial planner its coveted
Editor's Pick 5-stars, a ZDNet on-line
article chose the J&L Financial Planner
as one of the 3 programs you should use to
get your financial affairs in order. ZDnet Anchor Desk Review
To
purchase by mail click here -->
Purchase
on-line from this secure site:
Site licensing and
multi-computer usage available here 
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Purchase
our Financial Planning Software on-line from one
of these secure sites:
There are three
versions of the Financial Planning Software
Regular
- $79.95
Retirement - $99.95
Professional - $139.95
Compare the 3
Versions of J&L's Financial Planning Software
These
features are included in all 3 versions of the
financial planning software.
J&L Financial
Planning FAQ
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