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eFinPLAN Announces New Financial Planning Software for Consumers

01.24.2011 · Posted in Financial Planning

eFinPLAN Announces New Financial Planning Software for Consumers

Columbus, OH (PRWEB) June 28, 2007

eFinPLAN today announced the launch of its new Web-based comprehensive financial planning software designed to help consumers reach their financial goals and improve their financial health and literacy.

While most financial services companies pursue only the wealthiest individuals, eFinPLAN is designed to help people of all income levels. It focuses primarily on the underserved “middle market,” where only 1 percent to 2 percent of the 108 million households make use of professionally accredited financial planning professionals that are Financial Planning Association members, according to research by the Journal of Financial Planning.

eFinPLAN’s new software platform is comprehensive and personalized. Unlike narrowly focused products such as retirement planning or college planning “calculators,” it covers 50 financial planning topics.

The software utilizes many innovative features, including:

Quick and easy answers available online
No lengthy downloads or memory occupying software
Changeable and accessible 24/7 from any computer
Educational software has been designed to increase financial knowledge and includes a Web site Learning Center
Demystifies financial planning since the tools, resources, and knowledge enables users to exercise greater individual control and “Take the Mystery out of Financial Planning”
Private and secure platform removes fear of embarrassment or loss of privacy — no identifying numbers (e.g. Social Security) or names required
Costs thousands less than hiring a planner and makes no unwanted investment or insurance plans offers

In addition to the traditional areas of planning, eFinPLAN also covers numerous issues that other plans fail to address. These include factors that impact financial health such as money habits, transportation, debt, technology, relationships, values, charitable planning and utilizing trusted professional advisors.

“Creating solutions to help people take control of their financial lives is our paramount goal,” said Kent Irwin, CEO and founder of eFinPLAN. “People need help — home foreclosures are up, household debt has risen, the average savings rate is the lowest than since the Great Depression and a large percentage of baby boomers have not saved enough for retirement.”

“We believe financial planning and education will help many people achieve their goals, avoid traps, and provide the knowledge to recover from financial difficulties,” he said.

Press contact:

Kent Irwin

CEO and founder, eFinPLAN

614-905-6430

http://www.efinplan.com

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One Response to “eFinPLAN Announces New Financial Planning Software for Consumers”

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