Financial Planning Value Calculator
Mar 18, 2024
v.0
A calculator that quantifies the value of financial planning advice across various categories as a percentage of the client's annual household income. Users can input their total annual household income to see the total annual quantitative value.

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Javascript, HTML, CSS Code

                <html>
<head>
<script type="text/javascript"> window.addEventListener('error', function(event) { var message = JSON.parse(JSON.stringify(event.message)); var source = event.filename; var lineno = event.lineno; var colno = event.colno; var error = event.error; window.parent.postMessage({ type: 'iframeError', details: { message: message, source: source, lineno: lineno, colno: colno, error: error ? error.stack : '' } }, '*'); }); window.addEventListener('unhandledrejection', function(event) { window.parent.postMessage({ type: 'iframePromiseRejection', details: { reason: event.reason } }, '*'); }); </script>

<meta charset="utf-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>Financial Planning Value Calculator</title>
<meta name="description" content="A calculator that quantifies the value of financial planning advice across various categories as a percentage of the client's annual household income.">
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@400;700&display=swap" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<style>
body { font-family: 'Poppins', sans-serif; }
.category span { font-weight: bold; }
table { border-collapse: collapse; width: 100%; }
th, td { text-align: left; padding: 8px; }
tr:nth-child(even) { background-color: #f2f2f2; }
th { background-color: #4CAF50; color: white; }
</style>

<link rel="canonical" href="https://calculator.tools/app/financial-planning-value-calculator-1426/">
<meta charset="utf-8">

</head>
<body class="bg-gray-100">
<div class="max-w-xl mx-auto p-5">
<h1 class="text-2xl font-bold mb-4">Financial Planning Value Calculator</h1>
<div class="mb-4">
<label for="income" class="block mb-2">Enter Your Annual Household Income:</label>
<input type="number" id="income" class="w-full p-2 border rounded" placeholder="Annual Income">
</div>
<div class="mb-4">
<label for="fee" class="block mb-2">Annual Financial Planning Fee:</label>
<input type="number" id="fee" class="w-full p-2 border rounded" placeholder="Enter fee amount">
</div>
<div class="mb-4">
<label for="years" class="block mb-2">Number of Years for Financial Planning (optional):</label>
<input type="number" id="years" class="w-full p-2 border rounded" placeholder="Enter number of years">
</div>
<button onclick="calculate()" class="bg-blue-500 hover:bg-blue-700 text-white font-bold py-2 px-4 rounded">Calculate</button>
<div id="results" class="mt-4"></div>
</div>
<script>
function calculate() {
const income = document.getElementById('income').value;
const fee = document.getElementById('fee').value || 0;
const years = document.getElementById('years').value || 1; // Default to 1 if not specified
const categories = {
'Cash Flow Planning': 1.2,
'Goal Planning': 0.75,
'Tax Planning': 1.5,
'Investment Planning': 0.75,
'Retirement Planning': 1,
'Insurance Planning': 0.65,
'Behavioral Planning': 0.75
};
let totalValue = 0;
let resultsHTML = '<table class=\"w-full mt-4\"><thead><tr><th>Category</th><th>Percentage</th><th>Value</th></tr></thead><tbody>';

for (const [category, percent] of Object.entries(categories)) {
const value = income * (percent / 100);
totalValue += value;
resultsHTML += `<tr><td>${category}</td><td>${percent}%</td><td>$${numberWithCommas(value.toFixed(2))}</td></tr>`;
}

if (fee > 0) {
resultsHTML += `<tr><td>Financial Planning Fee</td><td>-</td><td>-$${numberWithCommas(parseFloat(fee).toFixed(2))}</td></tr>`;
}

totalValue -= parseFloat(fee);
resultsHTML += `<tr class=\"font-bold\"><td colspan=\"2\">Net Annual Quantitative Value (after fees):</td><td>$${numberWithCommas(totalValue.toFixed(2))}</td></tr>`;

if (years > 1) {
const totalValueOverYears = totalValue * years;
resultsHTML += `<tr class=\"font-bold bg-gray-200\"><td colspan=\"2\">Total Value Over ${years} Years (after fees):</td><td>$${numberWithCommas(totalValueOverYears.toFixed(2))}</td></tr>`;
}

resultsHTML += '</tbody></table>';
document.getElementById('results').innerHTML = resultsHTML;
}

function numberWithCommas(x) {
return x.toString().replace(/\B(?=(\d{3})+(?!\d))/g, ",");
}
</script>
<script type="text/javascript"> var localStoragePrefix = "ct-1426"; var lastSave = 0; function saveLocal(data) { if (Date.now() - lastSave < 1000) { return; } let cookie = localStoragePrefix + "=" + JSON.stringify(data) + "; path=" + window.location.pathname + "'; SameSite=Strict"; cookie += "; expires=" + new Date(Date.now() + 1000 * 60 * 60 * 24 * 365 * 1000).toUTCString(); document.cookie = cookie; lastSave = Date.now(); } function loadLocal() { var cookiePrefix = localStoragePrefix + "="; var cookieStart = document.cookie.indexOf(cookiePrefix); if (cookieStart > -1) { let cookieEnd = document.cookie.indexOf(";", cookieStart); if (cookieEnd == -1) { cookieEnd = document.cookie.length; } var cookieData = document.cookie.substring(cookieStart + cookiePrefix.length, cookieEnd); return JSON.parse(cookieData); } } </script>
<script type="text/javascript"> window.addEventListener('load', function() { var observer = new MutationObserver(function() { window.parent.postMessage({height: document.documentElement.scrollHeight || document.body.scrollHeight},"*"); }); observer.observe(document.body, {attributes: true, childList: true, subtree: true}); window.parent.postMessage({height: document.documentElement.scrollHeight || document.body.scrollHeight},"*"); }); </script>
</body>
</html>

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