Simple to Use, Easy to Understand tools to help you manage your finances, investments and plan for retirement.
Our Budgeting application gives you a simple one screen look at your income and expenses by month for the year. It also provides a high-level federal tax estimate for the year.
The Investment application tracks your investment accounts and shows how they are performing compared to the major stock indexes. It also includes historical performance charts to help gauge market trends and tendencies.
Finally, the Retirement application provides a simple summary of your retirement picture. You input when you want to retire along with other basic information, and it tells you if you are on target. It provides estimates of current, retirement and end-of-life net worth and a view of when you might want to draw social security benefits.
About Fiscal Lens
What we are: A web-based company that provides comprehensive Budgeting, Investment Tracking and Retirement Readiness tools designed to help you develop and manage your financial plan.
What we are NOT:
Certified Tax Planners – our tools provide high level estimates, but always consult a tax professional for tax advice.
Certified Financial Planners – our tools provide high level estimates, but always consult a professional financial planner/manager for financial or retirement planning advice.
Security is a top priority:
We use a highly secure web hosting and database management service
Our subscription service application will require some personal information to process credit card payments. However, we do not store this information in our applications or databases.
We store your login ID and password and use it to identify you in our database. So, please do not use personal information.