Free Personal Financial Planning Tool

Welcome to ESPlannerBASIC--a simplified, on-line version of our company's powerful personal financial planning software, MaxiFi Planner.

ESPlannerBASIC generates life-cycle spending, saving, and life insurance suggestions, which can be used as educational input as you develop your complete financial plan. You can use ESPlannerBASIC free of charge. Just click the button below, take a moment to decide if we may keep in touch with you, and proceed to the calculator.

Your data will be saved for a few hours. If you are looking for a more full-featured financial planning program built on the same principles as ESPlannerBASIC, please see MaxiFi Planner or our Windows based ESPlanner products described in the Advanced Planning page.

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