Holistic Financial Planning with Filiphant®
Create your own financial plan and financial life simulations using our comprehensive software.
32-day Free Trial of Filiphant® Household
Gain insights into the past, present, and future of your financial life.
Understand the
Past
Understanding your financial past can help you gain insights about your future personal goals.
Track your financial past with as much or as little detail as you like.
Budget for the
Present
Budgeting for the present will help you ensure your current financial plan will meet your personal goals both now and in the future.
Budget with as much or as little detail as you like.
Plan for the
Future
Planning your financial future now is essential to ensure you'll meet your long-term personal goals.
Plan your financial future with as much or as little detail as you like.
Products
Whether you’re an individual interested in making a financial plan for yourself or your household or you’re a professional financial advisor or planner, Filiphant has a product for you:
Filiphant® Professional is for financial advisor or planner use for unlimited households on one computer with Microsoft Excel*.
* No Microsoft Excel skills necessary.
Process
It’s easy to use Filiphant’s advanced algorithms to plan your financial life.
You can create as many scenarios as you’d like and see how each one impacts your current and future financial life.
2
Enter your
financial information
3
Adjust your
financial plan
Filiphant will give you insight into:
How much to save for your child's college
Create a college fund schedule for each child based on their expected college costs and the expected investment returns.
How much to invest for retirement
Add all of your retirement accounts to ensure you're saving enough for retirement with your expected investment returns.
When you can retire
See if you'll truly be ready to retire when you expect based on your expected retirement savings and investment returns.
What your emergency funds should be
Your suggested emergency fund balance will be automatically calculated based on your current and future expected expenses.
How much you can afford for a house
See how much you can truly afford for a new house based on your current and future expected expenses.
How much you can afford for a car
See how much you can truly afford for a new car based on your current and future expected expenses.
What expenses are usually unexpected
Add all of your assets to have any maintenance automatically calculated based on your current and future expected expenses.
How to set a confident budget
Complete a pre-filled budget that includes expenses for your whole financial life to feel confident in your budget decisions.
What kind of income growth you can expect
Add all of your current income sources to see what kind of income you can expect in the future.
How much your net worth will be
See what your current and future expected net worth will be based on your whole financial life.
And, Filiphant can give you insight into so much more!
Filiphant’s flexibility will help you understand anything you’d like about your financial life.
Please see the Products page to learn more or get started by downloading Filiphant software now…
32-day Free Trial of Filiphant® Household
Recent News
Read about the latest news at Filiphant to stay up-to-date about the company, products, features, or anything else that’s happening…