The software is available on an annual subscription basis.

The American Dream PlannerTM for WindowsTM call
The American Dream PlannerTM for AndroidTM – single client $ 0.99
The American Dream PlannerTM for AndroidTM – multi-client $ 19.99

Buy It!

Contact us for discounts for multi-user licensing or academic pricing.

Purpose of the demonstration version.

The Windows application can be downloaded at no cost to allow you 30 days to explore all of the features and functions of the software before making the decision to purchase. Try It!

All WindowsTM versions of the software allow yous to create an unlimited number of scenarios can be created for each client record.

All versions of the software (WindowsTM and AndroidTM have the ability to import/export client information (encrypted).

The American Dream PlannerTM for AndroidTM was created for anyone who wishes to have the core functionality of the WindowsTM version for their personal use.

The multi-client version for AndroidTM can be used by planning professionals as an inexpensive yet comprehensive solution to help comply with the new fiduciary requirements of the Department of Labor (DOL) for financial planners as well as accountants and attorneys.

Client records

  • The Advisor Edition for WindowsTM will accept unlimited clients.
  • The Academic Edition for WindowsTM is available only through academic organizations that are registered with the American Dream Planner LLC.
  • The software for AndroidTM can accept one client record or multiple clients depending on the version purchased.