Business Plan Software/Spreadsheet

Hi All,

We would like to know some options for formulating and tracking our goals/business plan. We currently use a pretty basic Excel spreadsheet that tracks how many transactions we want to complete at our current commission level to get to the income we want to achieve. We have been looking into various software packages that do this on a more detailed level, such as Create-A-Plan, PlanMagic, and Symplifi. While they all look great, the cost is somewhat more than we wish to pay. Does anyone know of or use software similar to these that will do a good job of tracking expenses, transactions, goals, budgeting etc. without breaking the bank, or maybe you have a good spreadsheet you use that you would be willing to share? We've been looking thru the posts and while many people mention some business planning solutions, no one (that we have seen) has mentioned where to get a good one or been willing to share their planning spreadsheet. I know SOMEONE out there in RainLand has a solution that will suit our needs! Any assistance will be MUCH appreciated!

Pat & Wayne Harriman

Welcome to Wallingford, CT!

This is our first blog, so we thought it would a good idea to introduce you to the area and tell you a little about our market conditions.  The beautiful New England town of Wallingford, Connecticut is very appealing to newcomers to the area because of its small town feel, while offering a variety of local amenities.  One of the most prominent landmarks is Choate Rosemary Hall, a prestigious private boarding/secondary school.  Besides its rich history, Wallingford has a variety of other local interests, including the Paul Mellon Arts Center, Masonic Geriatric Healthcare Center, and Gaylord Rehab Hospital.  Wallingford is also convenient for commuters with its central location within the state.  It is approximately halfway between Boston and New York City, offering great opportunities for weekend enjoyment.   The average price range of homes sold in Wallingford during 2006 was $308,000.  New homes sold between $400,000-450,000.  Outlook for 2007 looks good!  Prices have leveled off, creating more inventory for buyers. This, along with reasonable interest rates, makes it a great buyer's market right now.  We'd love to hear from you with any questions or comments about the area.