is there any way to access/use the leading financial planning tools as an individual?

[melloi]

MoneyGuide / eMoney / RightCapital

They all sales-walled and targeted at financial planners to resell to end users. Is there any way to use these tools w/o going through a middle man? To be clear, I'd subscribe but their marketing pages make ti seem like they'd reject a retail end-user.

 

[fl269fl269]

@melloi At Schwab you can get access to MoneyGuide Pro for free. See link below:

https://www.schwab.com/financial-planning/schwab-plan

 

[melloi]

@fl269fl269 Are we basing that off the screenshots there?

 

[fl269fl269]

@melloi I don’t understand your comment/question.