PlanRock Comprehensive Planning Tools

PlanRock offers comprehensive financial planning tools to help reach your goals. You can fully access these tools for only $99 per quarter. -- A value that can change your financial future. PlanRock comprehensive planning tools are also included at no charge to our investment management clients.

Financial Advisor Consulting Investor Stock Photo

Without a plan, you could be relying on hope to meet your financial goals.

Those who wish to utilize the PlanRock Comprehensive Financial Planning Tools without enrolling in our Bronze, Silver, Gold or Platinum service may subscribe to our comprehensive financial planning tools for only $99 per quarter.  See our Low fee – no advice or investment management with advice pages on this website for more information.  Fill out the brief form at the bottom of this page to begin.

A value that cannot be compared.

Other competitor firms may offer simple calculators or even a basic financial plan. But PlanRock offers a holistic, interactive and “what if” plan. Your plan’s, assets and liabilities will be updated on a daily basis dependent on market conditions. We also provide an assessment of your personal probability of achieving your goals.

Watch a brief video about PlanRock’s financial planning tools

A description of our PlanRock Comprehensive Financial Planning Tools are listed below:

Account aggregation helps you keep track of all of your investment accounts, savings accounts, children’s accounts, checking, 401k, credit card, loans and many more. A simple online download link will provide organization in a consolidated form. You can also manually enter assets and liabilities.

By aggregating your savings, retirement and investment accounts you can easily view all of your holdings, gain and loss, as well as asset allocation.  This helps you make better decisions and track your risk profile.

If you utilize the Bronze, Silver, Gold or Platinum services of PlanRock, your Charles Schwab accounts will automatically be downloaded into your Client Portal on a daily basis.

You have the ability to evaluate performance of all your accounts any way you chose.

You can examine gains, losses, and returns daily, year to date, annually or over the last 3 years to name a few. You can also compare your account performance or net worth to your predetermined goals.

With the PlanRock Comprehensive Planning Tools, you can manage all your assets and liabilities under one umbrella and keep them up to date pending market conditions, deposits and withdrawals or even debt pay downs.

The tools also allow you to evaluate and maintain your estate, which can include potential tax liability and potential insurance outcomes.

The PlanRock Comprehensive Financial Planning Tools help you manage your liabilities.

These liabilities may include, but are not limited to mortgages, credit cards, automobile loans and personal loans. These comprehensive financial planning tools can also help you design a customized debt payoff based on your input and specific objectives.

The PlanRock Comprehensive Financial Planning Tools can be robust with your most important goals, such as retirement.

These tools help you layout a budget for your future retirement income needs. Whether your are in retirement or saving for retirement, the PlanRock Comprehensive Financial Planning Tools can help you determine the appropriate amount to save, based on your current savings, investments and pension plan. These tools will even help calculate the social security income you may receive. The tools can also help you determine the probability of success toward reaching your goals based on multiple scenarios of market conditions.

PlanRock offers Comprehensive Financial Planning Tools to help you reach any financial goal you may have. You can design and meet customized goals, whether it be retirement and investments, savings for college, weddings or home down payment. You can learn to utilize the enhanced tools through a series of self help customized tasks. These tasks may include a required savings amount or a required return expectation to name a few. You also have the ability to utilize the tax planning tools as it relates to your retirement savings and investments.

Purchase – PlanRock Planning Tools for $99 per Quarter

Your credit card will be charged $99 per quarter through a secure and encrypted billing server. If you wish to terminate your PlanRock Comprehensive Financial Planning Tools service at anytime, please email Give your full name and the date you wish to terminate.

Our support staff will establish your personalized financial plan based on the information you provide below. You will receive an email confirming your subscription and another email with a link to begin planning for your financial future.  Ongoing access to your financial plan will be through our Client Portal page.

  • PlanRock Comprehensive Financial Planning Tools

    Price: $99 per quarter