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<title>Investable Assets Value Calculator</title>
<meta name="description" content="Calculates the value added to investable assets through various financial planning strategies, including an optional advisory fee and number of years working with a financial advisor. Ensures the output table with all categories is always shown.">
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<h1>Investable Assets Value Calculator</h1>
<p>Enter your total investable assets and number of years working with a financial advisor to calculate the value added by different financial planning categories over the specified period. The calculator now focuses solely on investable assets without considering an advisory fee.</p>
<div class="input-group">
<label for="assets">Total Investable Assets</label>
<input type="number" id="assets" placeholder="Enter amount">
</div>
<div class="input-group">
<label for="yearsAdvisory">Number of Years with Advisor (optional)</label>
<input type="number" id="yearsAdvisory" placeholder="Enter number of years" value="1">
</div>
<button onclick="calculate()">Calculate</button>
<div id="results">
<table>
<tr><th>Category</th><th>Value Added (One Year)</th></tr>
<tr><td>Cash Flow Planning</td><td>$0.00</td></tr>
<tr><td>Goal Planning</td><td>$0.00</td></tr>
<tr><td>Tax Planning</td><td>$0.00</td></tr>
<tr><td>Investment Planning</td><td>$0.00</td></tr>
<tr><td>Retirement Planning</td><td>$0.00</td></tr>
<tr><td>Insurance Planning</td><td>$0.00</td></tr>
<tr><td>Behavioral Planning</td><td>$0.00</td></tr>
<!-- Removed advisory fee row -->
<tr class='total'><td>Net Annual Quantitative Value (after fees)</td><td>$0.00</td></tr>
</table>
</div>
</div>
<script>
function calculate() {
const assets = document.getElementById('assets').value;
const yearsAdvisory = document.getElementById('yearsAdvisory').value || 1;
const categories = {
'Cash Flow Planning': 1.2,
'Goal Planning': 0.75,
'Tax Planning': 1.5,
'Investment Planning': 0.75,
'Retirement Planning': 1,
'Insurance Planning': 0.65,
'Behavioral Planning': 0.75
};
let totalValueAdded = 0;
Object.keys(categories).forEach(category => {
const valueAdded = assets * (categories[category] / 100);
totalValueAdded += valueAdded;
// Update existing rows
document.querySelector(`#results table tr td:contains('${category}') + td`).textContent = `$${valueAdded.toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2})}`;
});
// Update Net Annual Quantitative Value after fees
document.querySelector("#results table tr.total td + td").textContent = `$${totalValueAdded.toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2})}`;
}
</script>
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