Financial Forecasting Software that
Turns Dreams Into Goals ™

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Savers vs Spenders

Financial Software

Saveritis

"We took our 30yr+ experience as financial advisors and designed a program for professionals but accessible to consumers and anybody else that appreciates organization, granular detail and results for real world situations."

Ian Goldey

Ian Goldey
Asset Planet Co-Founder

Adam Meyers

Adam Meyers
Asset Planet Co-Founder

Starting Today, Change Your Tomorrow ™

Financial Forecasting software that can change your life is a bold statement, how is that possible? People who plan are typically more goal focussed and the same goes for being organized. If you aspire to becoming successful in life, then you must plan, because "hope" is not a strategy. Our web and app-based service software allows users to match their financial goals with a plan, and much, much more.

Real World

Real World

Some software can be too simple to yield great results or so intensive it requires specialized training.

Designed by Financial Planning Experts with the purpose of making advanced software accessible for how real people act and think for organizing their finances, planning goals and preparing how to take care of themselves and family… … Read More

Goals and What-If’s

Goals and What If's

A dream is vapor if you don’t pursue it. Successful people plan and make goals.

Asset Planet has made this process easy while remaining flexible for individualization. Extreme math goes into planning financial goals and we show results and methodology… … Read More

Web-Based

Web Based

Busy lives equals limited extra time for anything.

Asset Planet can be accessed from anywhere in the world with an Internet connection and a browser or offline using our Apps…. … Read More

App Suite

App Suite

The world is mobile and programs for finance should catch-up.

We completely agree, so we designed some awesome apps that work together or alone. Right now - the pro version is on promo special for only $14.95 yr or try our free version… … Read More

Linear Layout

Linear Layout

Entering data or fields can be boring or confusing, the process should be easier.

Left to Right, Top to Bottom, ignore non-important items, and add details for those relevant to you… … Read More

In Case I Die

In Case I Die

The simple truth is most people have done a poor job of preparing their loved ones should they die suddenly.

Asset planet has designed an entire process so that a loved one has a highly detailed step-by-step process planned out by the family leader… … Read More

Module Based

Module Based

Trying to tackle complicated tasks all at once is too hard.

We broke apart our planner into modules for simplifying the process.

Dashboard

Dashboard

Big reports can contain mind-numbing pages of statistics I need something that visually summarizes everything.

Our dashboard view is awesome and in a single page or two gives users a summary plus support details… … Read More

Pricing & Privacy

Pricing and Privacy

My privacy and info is always being sold and I am not OK with that.

We agree, so we don’t sell clients info. We rely on subscriptions to generate our revenue and not advertising. We take this seriously learn more... … Read More

Real World

Some software can be too simple to yield great results or so intensive it requires specialized training.

Designed by Financial Planning Experts with the purpose of making advanced software accessible for how real people act and think for organizing their finances, planning goals and preparing how to take care of themselves and family… … Read More

60yr
Historical Data

24/7
Support

103
Currencies

1mm+
Variables

Choose the package that suit your needs

  • Consumer
  • Professional
  • App Suite
  • Annual
  • Monthly
PROMO

Consumer Starter

$99.95 \ year

  • Access 2x a yr. for 30 days
    How often the program is accessible; monthly, quarterly or semi-annual. MORE INFORMATION
  • 5 plans
    How many active plans can be viewed at once. MORE INFORMATION
  • Multi-Plan Matrix (5 limit)
    Multi-plan comparison, quickly see differences between each plan. MORE INFORMATION
  • App Suite Pro ($14.95 yr value)
    A collection of 9 financial planning applications that work alone or collaboratively for IOS or Android users. MORE INFORMATION
  • Dashboard Summary
    How often the program is accessible; monthly, quarterly or semi-annual. MORE INFORMATION
  • Liquidity Summary
    ) Visual and numerical estimate of your daily liquidity. MORE INFORMATION
  • Asset Ownership Detail
    Each asset has opportunity for granular detail on ownership and beneficiaries. MORE INFORMATION
  • Tax Calculations Fed & State
    Current rates for Fed & State Income and Gains - Updated yearly. MORE INFORMATION
  • Module- Assets
  • Module- Liabilities and Credit
    Liabilities divided between short-term and long-term. MORE INFORMATION
  • Module-Assistance Sending In/Out
    Are you helping somebody or is somebody helping you? MORE INFORMATION
  • Module-Income
    Fine control on income to determine ownership, time period and taxation. MORE INFORMATION
  • Module-Budget
    ) Quick and simple general or take advantage of the programs granular detail for budget items. MORE INFORMATION
  • Module-Social Security
    When to take your social security? How much will I get? What are the best strategies for my needs? MORE INFORMATION
  • Module-Debt Payoff Calculator ($29.95 yr value)
    How much do I need to save every month to retire debt free? MORE INFORMATION
  • Module- Insurance Tracker
  • Module-College Planner
  • Goals based planning
    Specific dropdowns to ease data entry while preserving ability for to add granular detail. MORE INFORMATION
  • What-If Scenarios
    Pre-populated What’ifs based on decades experience and organized for real world users. MORE INFORMATION
  • Ex-Pat Budget Currency Converter
    Ex-pat feature converts your budget in current US dollars to one of 103 different countries’ currencies. MORE INFORMATION
  • Mult-Rate Indicies
  • Multi-Inflation 5 Categories
  • Systemic savings or withdrawal
    In real life people save and withdraw and this process for tracking should be easy which is what Asset Planet has created. MORE INFORMATION
  • RMD Calculation
    Required Minimum distribution calculations are included with planner. MORE INFORMATION
PROMO

Consumer Advocate

$199.95 \ year

  • Everything in Starter +
  • Access 4x a yr. for 30 days
    How often the program is accessible; monthly, quarterly or semi-annual. MORE INFORMATION
  • 10 plans
    How many active plans can be viewed at once. MORE INFORMATION
  • Module Estate Planning - ($69.95 yr value)
    The chaos surrounding death or incapacity cannot be eliminated, but the confusion can be mitigated. MORE INFORMATION
  • Module - Start A Business ($29.95 yr value)
    Forecast the potential effects of starting various types of businesses. MORE INFORMATION
  • E-mail support priority

Add Ons

  • Module- Divorce
    A mathematical and visual representation of the potential outcomes of financial settlements of a divorce. MORE INFORMATION
  • Module - Estate Planning (If I Die, Incapacited)
    The chaos surrounding death or incapacity cannot be eliminated, but the confusion can be mitigated. MORE INFORMATION
  • Module -Debt Payoff Calculator
    How much do I need to save every month to retire debt free? MORE INFORMATION
  • Module - Start & Business Goal
    Forecast the potential effects of starting various types of businesses. MORE INFORMATION
  • Estate Planning Lock Codes Access
  • Estate -Auto-Activation Support
  • Help Package Gold
  • Help Package Platinum

Blog News

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Economics & Politics

By Ian Goldey 1 Jun 2018

Any social gathering of recent memory has almost always included politics for subject, no matter how brief…or how long.

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Bonds & Gold

By Ian Goldey 1 Oct 2018

For thousands of years humans have been attracted to gold based on its beauty, endurance and rarity. I would posit that many of those...

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Volatility the New Norm

By Ian Goldey 1 Dec 2018

Brexit is the big news but it really should be second in story headlines to the Germany going negative on their 10 year government bonds.

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Private vs. Public Education

By Ian Goldey 1 Jan 2019

The subject of education is an emotional one, often debated and dissected in heated conversation. The educational journey a child...

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The World is Flat – for Bonds

By Ian Goldey 1 March 2019

A normal yield curve is very simple and something everyone can relate to - you get a higher interest rate for loaning longer term.

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Prince Charming’s Kiss on Stocks

By Ian Goldey 1 April 2019

I have witnessed many cycles come and go throughout my 20 years’ experience as a portfolio manager. No matter how many grey...

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Our company is dedicated to providing tools to empower those who want a better financial life.

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Our trademarks:
“Starting, today change Your Tomorrow” ™
“Turns Dreams Into Goals” ™

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Contact Us

info@asset planet.com