Calculators

Efficient Advice.
Greater Impact.

Calculators That Work the Way You Do

FreshPlan’s modular tools are designed for today’s reality: limited time, rising client expectations, and the pressure to stay efficient without sacrificing value.

 

Whether you’re answering a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.

Snackable

Start with the Basics, Then Build
Jump straight into meaningful conversations—no hours of prep required. Often, a single calculator is all it takes to answer a question or surface a new opportunity.

Stackable

Flexible. Modular. Scalable.
Need to go deeper? Stack calculators together to handle more complex scenarios. The modular design means you’re never locked into a rigid process.

Adaptable

Tailored for Every Client and Situation

Adjust your approach based on client needs and engagement level. Use a single tool for light-touch interactions or integrate with full planning software for comprehensive cases.

Explore by Planning Area

Designed for Canadian Financial Professionals

Financial Planning

Simplify conversations around goals, trade-offs, and early value. Discover More →

Retirement Planning

Help clients plan with confidence—no matter how far they are from retirement. Discover More →

Estate Planning

Illustrate the cost of inaction and the value of forward thinking. Discover More →

Education Planning

Show how timing and contribution strategies affect long-term outcomes. Discover More →

Investment Planning

Turn abstract market concepts into meaningful portfolio discussions. Discover More →

Insurance

Guide coverage reviews and risk assessments with easy-to-use tools. Discover More →

Mortgage & Debt

Compare repayment strategies, assess affordability, and clarify true costs. Discover More →

Tax Planning

Spot tax-saving opportunities and explain after-tax implications clearly. Discover More →

Historical Perspective

Use built-in data to explain market patterns and long-term resilience. Discover More →

Empowering Clients

Give Clients More—Before the Meeting

With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.

They’ll arrive more prepared—and you’ll save time for deeper, strategic conversations.

More Than Just Calculators

A Smarter Way to Work

“FreshPlan isn’t just about numbers—it’s about transforming how financial advice is delivered.

Designed to fit seamlessly into your workflow, our tools help you communicate clearly, personalize advice, and work more efficiently.”

Freshplan FAQs

Can I create full financial plans with FreshPlan?

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What Advisors Are Saying

Professional-grade Calculators.
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Client-ready Infographics.
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QuickStart Templates
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