One Plan, One Place,
Built for Peace of Mind
MyFamilyPlan - Personal Workbook
MyFamilyPlan Excel Workbook with 3 computer licenses
Access to all 16 worksheet tabs and video training
Contains 3 custom worksheet tabs
No access to VBA code
As a busy professional with a demanding work and travel schedule, I previously relied on others to handle my family’s financial and estate planning. After my divorce, I realized how important it was to take control of these responsibilities, not just for myself but for my two daughters, who mean everything to me. Through the help of a Financial Advisor, I discovered MyFamilyPlan. The structured and efficient framework allows me to organize my personal details in one place and share them easily with those who need them. This has saved me countless hours of back-and-forth with professionals, giving me more time to focus on creating a secure and bright future for my girls. Most importantly, MyFamilyPlan provides a roadmap for end-of-life planning that is centered around my life and the people I love most. Knowing that, if anything happens to me, my daughters will have everything they need to navigate their future and this gives me an incredible sense of peace and confidence.
Corporate CEO
MyFamilyPlan - Family Workbook
MyFamilyPlan Excel Workbook with 6 computer licenses
Access to all 16 worksheet tabs and video training
Contains 3 custom worksheet tabs
No access to VBA code
As a wife, mother, office manager, and caretaker to my family; financial and estate management is a responsibility that
rests with me. I have always been reluctant to take more assertive professional steps involving the investment of our
money and organizing our estate because I did not know where to begin and was too busy to sort it out myself. I was
introduced to MyFamilyPlan by a close friend and Financial Services Coordinator. Collectively, they provided me with the
discipline I needed to document all things financially including our family cash-burn and overhead.
Entrepreneur with Family Business
MyFamilyPlan - Professional Workbook
MyFamilyPlan Excel Workbook with 9 computer licenses
Access to all 16 worksheet tabs, video training, and formulas
Full customization capabilities in addition to 3 custom worksheet tabs
No access to VBA code
All our new and existing clients struggle to inventory and maintain their assets, liabilities, income sources, and related elements necessary to support our financial planning discussions and partnerships. We use MyFamilyPlan to onboard our new clients and document all financial artifacts pertinent to their financial situation and estate. The MyFamilyPlan deliverable allows our clients to track changes to their financial situation throughout the year and ultimately, this allows us to spend less time on financial administration and more time building our client’s lasting financial legacy.
100-Year Investment Management Firm
The MyFamilyPlan Commitment
Take estate planning into your own hands with MyFamilyPlan and be
proactive in protecting and helping your loved ones when you are gone.
Private & Secure
Your data stays on your device, private and protected—never in the cloud.
Easy to Follow
Simple worksheet outlines guide you through each section for a stress-free experience.
