GlidePath Money

GlidePath Money

QuickTech LLC
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About

GlidePath Money is a local-first desktop app for planning personal and small-business finances: net worth, cash flow, retirement Monte Carlo projections, Social Security scenarios, Roth-conversion and tax-bracket planning, ACA subsidy estimates, and debt payoff, plus a full small-business side (Schedule C, invoices and estimates, depreciation, mileage, and an accountant export pack). The defining choice is no bank aggregator: you import your own CSV or PDF statements, no cloud account is needed, and by default nothing leaves your machine - only opt-in features (encrypted phone sync, ticker-symbol price look-ups, the Glide explainer) ever send anything, and even then your balances stay on your device. Every figure shows its assumptions and the math behind it. It's a desktop license: the version you buy is yours to keep with no required subscription; an optional yearly plan covers updates and new tax rules. Windows, macOS, and Linux.

About

Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individuals doing their own personal-finance and retirement planning, and small-business owners / self-employed handling Schedule C - especially privacy-conscious users wanting a local-first, no-bank-aggregator tool.

Audience

Individuals and small families requiring a solution to draft comprehensive estate plans

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$129 (one-time)
Free Version
Free Trial

Pricing

$109
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuickTech LLC
Founded: 2019
United States
glidepathmoney.com

Company Information

Nolo
United States
www.willmaker.com

Alternatives

Glide CMS

Glide CMS

Glide Publishing Platform

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim GlidePath Money and update features and information
Claim GlidePath Money and update features and information
Claim Quicken WillMaker and update features and information
Claim Quicken WillMaker and update features and information