One to One Service

Back to the Glossary

ESPlanner is easy to use on your own. Thousands have been doing so for years. Others seek One to One training to speed learning, get help reading reports, or learn how to handle special issues.

One to One Service provides personalized, on-board training. We use gotomeeting.com to view your computer screen while speaking with you on the phone.

One to One Service address all your questions, including:

Did I enter my data correctly?
Are there significant inputs I forgot?
How can I model?
- Collecting Social Security’s various benefits
- Roth conversions
- Taking alternative job offers
- Paying off my mortgage
- Refinancing my mortgage
- Downsizing my home
- Getting divorced
- Moving states
- Repaying and applying for higher Social Security benefits
- The risk to my living standard of high-risk investments
- Taking my pension early
- Initiating retirement account withdrawals
- Other ways that might safely raise my living standard

One to One Service cost $150 per hour and requires the purchase of ESPlanner, ESPlannerPLUS or ESPlannerPRO.

View the user agreement for One to One and learn more here.

Disclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Economic Security Planning, Inc. is not an investment adviser registered with the U.S. Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. Economic Security Planning, Inc. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. None of our products or services recommend the purchase of specific financial products.

Copyright © 2023, ESPlanner || Patent Number: US 6611807 B1

Design by Zymphonies