How is Financial Fate better than the spreadsheet I created?
• Financial Fate strives to project all cash-flow streams, investment returns, taxes, financing, etc. in order to depict the most realistic picture of the future (until the end-of-life of the surviving spouse). In order to make Financial Fate easy-to-use, we put a lot of time and effort into developing a user interface that’s simple to navigate and customized to the individual. The projections are driven by highly flexible “what if?” capabilities and a powerful rules-based forecasting engine. Our line-item-detail Reports and To-Do List” are also key features.
