I can model my potential future scenarios and I don’t have to rely on someone else to do it for me because the software is locked behind a provider. I feel more in control of my decisions and I feel I am given the knowledge directly rather than having to get through a gatekeeper.
As recommended by Devin Carroll
Take Financial Wellness Into Your Own Hands
Go beyond your savings and investments
Sure, savings are important but so are taxes, income, where you live, debt, how you spend money and more.
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Taxes
State modeling, itemized deductions, brackets
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Income
Work, Social Security, annuities, pensions
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Real Estate
Future purchases and sales
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Debt
Student loans, mortgages, credit cards
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Goals
What matters most to you
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Budget
Recurring and one-time purchases
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Medical
Medicare and long-term care
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…and dozens of other factors too
Get as much or as little help as you need
The tools are self directed and easy to use. Take classes to learn about planning. Need reassurance? Talk to a coach or get the expertise of an advisor.
Unlock powerful features
Run any scenario that’s meaningful to you.
Know where you stand and what you need to do no matter the economic conditions.
You aren’t alone. Classes, groups, and 1:1 coaching sessions provide support.
From cash flow to Monte Carlo analysis, get insights you usually need to pay $1000s for.
Artificial intelligence alerts you to errors and opportunities in your plan.
With every input, we run thousands of calculations to return reliable results.
Planning is for everyone
Affordable. Understandable. Available. Financial advice can cost a lot and it isn’t always clear if the recommendations are right for you. Our mission is to harness technology to make high quality and unbiased guidance available, affordable, and understandable to everyone.
Take Control Of Your Financial WellnessFeatured on
It seems the equivalent of the sessions I have had with financial planners in the past, BUT, I get to keep and update the plan myself instead of just referring back to a static printed report that quickly ages.
It’s super comprehensive and easy to use. It’s the first time I’ve actually been able to look at my forecast holistically and independently. I really do appreciate having a powerful tool to use at my fingertips.
I found the Boldin Retirement Planner to be very impressive. It offers much more granular detail and control for 401K, deferred pension, social security for husband and wife, etc. Other calculators/planners aren’t as flexible to address some situations.