24 Free Financial Tools

Free Financial Planning Tools

24 calculators with downloadable Excel templates. Organized by category with guided journeys to help you achieve your financial goals.

100% Free

No Sign-up Required

Excel Templates Included

Guided Journeys

Follow a step-by-step path based on your life stage and goals

Browse our complete library of 24 financial calculators

Quick access to our most-used tools

Every calculator comes with a downloadable Excel template for offline use

Take our quick assessment to get a personalized recommendation based on your financial goals and life stage.