I received an email last week from Bryan Link who requested I take a look at a start-up he runs called SimpliFi. The site contains an automated financial goals planner. A Flash-based application bases its evaluation on an interview designed to determine the user’s financial status and goals, adjustable assumptions, and its internal forumlas.
Most people who are interested in forecasting their personal financial future have likely inserted the same information into Microsoft Money, Intuit Quicken, or have even spoken to a financial planner in person.
There are some advtantages to SimpliFi. Since the information is web-based, you can access your projections and plans from any location connected to the internet. The site is geared towards middle-income people like “them” rather than the wealthy. Signing up for the service costs $24.95 per quarter or $74.95 for a full year.
Updated February 6, 2012 and originally published March 6, 2005. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @flexo on Twitter and visit our Facebook page for more updates.