Advanced retirement planning tools
for DIY Planners

You need more than a simple calculator - even more than a complicated spreadsheet, but aren't ready for, or want to double-check a professional financial planner. This is the tool you have been waiting for.

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Capture

All the complexities of your plan

Your plan has lots of moving parts: income streams start at different times, expenses change over time, inflation, investment returns, etc.
Capture it all with simple inputs.

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Experiment

To find the best trade-offs

Planning is all about choices. What if I retire early? What if I downsize my house? What if I work longer? What if I spend some of my savings now?
Try all the options and get instant feedback.

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Test

To gain confidence

Investments have ups and downs, and your plan needs to be ready for that. Monte Carlo analysis tests your plan against thousands of possible futures.
Be confident about the future - whatever it holds.

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All the tools for advanced planning, simplified

Plan for when your (and your spouse's) Social Security starts, when your mortgage is paid off, a travel budget that might decrease over time, and healthcare costs that might increase over time. See how your retirement savings changes over time, and under less-than ideal market years. Get confident with results you can see.

Get advanced retirement planning tools without paying 1% of your assets.

The best financial planners have tools like this, but can put a huge tax on your savings. At some point, you probably need professional help, but you can build a much better plan right now, for less than your NetFlix account.

Free Trial

See how it works

Free

  • One income plan
  • Two expense plans
  • Default assumptions
  • Monte Carlo stress test
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Full Features

Build a real plan

$149 / year

Best results
  • Unlimited income plans
  • Unlimited expense plans
  • Full control of assumptions
  • Monte Carlo stress test
  • Mutiple withdrawal strategies
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