Financial Planning Tool Lite

Financial Planning Tool Lite Free App

Rated 3.56/5 (16) —  Free Android application by Philip Lee

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About Financial Planning Tool Lite

Yes. You can make your financial planning yourself !

By using this application, you can analyze your financial needs and calculate them directly. As this application is a “quick” tool for financial planning, you may have the “estimation” of your needs before you consult your financial planner.

Financial planning is important for everyone in order to check if your finance is healthy enough to protect you and your family for future. Everyone should do it. The process of financial planning is complicated as it is required to understand your personal needs before planning, as well as to know how to “calculate” them. Thus, this “quick” tool is designed for you to make a comprehensive financial planning easily which covers insurance needs, education savings plan, retirement plan and investment plan.

To have a well financial planning, you need to review and update your plan regularly as your data may be changed from time by time. With the “save” function, it is so convenient that you can use the application to save your profile record in your device for future review and update. Please grab the full version to enjoy using the “save” function.

What’s more? This application is also a good tool for the professional financial planner! As a professional planner, you can help your potential clients plan ahead since you can follow such “quick” process to estimate their needs for future approaching. You can manage your potential clients’ profile easily by saving all their records in your device!

In summary, the useful features of this application are as follows:
- the financial planning covers insurance needs, education savings plan, retirement plan and investment plan
- the “save” function saves different profile records in the device for future review and update – available in the full version only
- the database is allowed to reset (i.e. to clear all profile records) – available in the full version only
- one screen with 4 “tab” pages makes review all information in one glance

Be sure to check back the financial planning from time to time, as it is not a “one-time” process !

Hope you enjoy using this application and have fun !

Philip Lee – the creator
philipleexandroid@gmail.com

Note : This application runs under the android devices with 4.7-inch screen or above. However, there is display problem with devices smaller than 4.7 inches.

How to Download / Install

Download and install Financial Planning Tool Lite version 1.1.0 on your Android device!
Downloaded 1,000+ times, content rating: Everyone
Android package: com.waterxstone.financial.planning.tool.lite, download Financial Planning Tool Lite.apk

All Application Badges

Free
downl.
Android
4.0+
For everyone
Android app

App History & Updates

What's Changed
Version 1.1.0 (Jun 9, 2014)
- Supports Chinese languages (Traditional & Simplified)
- Enables “Save” function
More downloads  Financial Planning Tool Lite reached 1 000 - 5 000 downloads
More downloads  Financial Planning Tool Lite reached 500 - 1 000 downloads
Version update Financial Planning Tool Lite was updated to version 1.1.0

What are users saying about Financial Planning Tool Lite

T70%
by T####:

Over bearing with the amount of inputs required. If an advisor sat in front of his client while trying to complete all the fields on this phone app, the client wouldn't be blamed for thinking the advisor was frantically texting his way out of a messy breakup... with his boss.


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Rating Distribution

RATING
3.65
16 users

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4

3

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1