Plan for any situation with Moneytree Plan.
Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cash flow-based planning options!
Both Goal and Cash Flow-based Planning Approaches
Create complete financial plans with flexible data entry and comprehensive reports.
In-depth Planning
Flexible Data
Goal & Cash Flow Planning
Accurate Results
Goal & Cash Flow Planning
Choose the projection with the highest suitability for clients’ financial situations and planning needs. Goal-based planning is an excellent approach for clients’ planning ahead. Cash flow planning is ideal for complex client situations or when tracking all the cashflow details is necessary for a thorough analysis.
Advanced What-If Systems
Educate clients on the implications of choices, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of actions.
“Moneytree Plan’s income tax collections were almost identical to client’s tax return before even seeing it.”
Charles R., LPL Financial
Schedule a Demo of Moneytree Plan
A Moneytree specialist is ready to give you a live tour of our financial planning solutions and answer any questions
Scale your business with our
Partners & Integrations
Integrational Roadmap
Moneytree Plan Features
General
- Objectives, Summary
- Details: Assets, Property, Liabilities, Insurance
Net Worth
- Current Year
- Annual Net Worth Projection
Cash Flow
- Current Year
- Future Year
- Annual Cash Flow
- Cash Flow Needed vs Available
- Sources of Funds
- Annual Expense Illustration
Investment
- Asset Worksheet
- Current & Suggested Asset Allocation
- Asset Risk & Reward
- Liquidity Analysis
- Stock Options
- Rental Real Estate
- Asset Projection by Taxation Type
- Total Assets
Retirement
- Retirement Summary
- Retirement Needs Analysis
- Retirement Capital Analysis
- Shortage Solutions
- Social Security Strategies
- Retirement Capital Estimate
- Monte Carlo with 10,000 Trials & Fat Tail Option
- Withdrawal Rates
Income Tax
- Current Year Income Tax Analysis
- Income Taxes Paid
- Tax vs Income, Tax vs Expense
- Tax Summary
- Taxable Income Analysis
- Dividend, Capital Gain Sources, Capital Gains Worksheet
- Federal income Tax Worksheet
- State Tax Worksheet
- Supporting Tax Detail: Adjustments to Income, Itemized Deduction and Exemption, Itemized Deduction Phaseout, Alternative Minimum Tax, Early Distribution Taxes.
- Additional Tax/Credit Worksheet, FICA Worksheet, Taxable Social Security, Taxable Earned Income, FICA Worksheet, Taxable Social Security
Insurance
- Life Insurance Graph
- Survivor Needs Analysis
- Survivor Capital Estimate
- Survivor Cash Flow
- Disability Insurance
Estate
- Current Estate Details
- Estate Graphs
- Estate Tax Illustration
- Current Situation Estate Chart
- Trust Estate Charts
- Future Estate Futures
- Estate Graphs
- Estate Educational Illustrations: Estate Planning Concepts, Calculating Estate Taxes, Gifting, ILIT, CRT, QPRT, GRT, FLP & WRT Estate
- Planning Options
- Estate Planning Options Graph
Education
- Education Graph
- Education Funding
- Education Separate Accounts
- Education Funding Sources
Appendix/Supporting Detail Reports - Page Summary
- Retirement
- Assets
- Estate
- Survivor
- Loans
- Rental Real Estate
Special Features
- What-If?
- Client Access Portal
- Secure Document Vault
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