Offerings

The Calculator Suite.

Institutional-grade calculators wired to your actual numbers. Every input pre-filled from your picture, every scenario grounded in reality.

LIVE

Budget Studio

Every category, every recurring commitment and the surplus that survives them, built from your real transactions.

Income$32,400
Committed$19,850
Surplus$12,550
Housing$6,900
Bills$3,400
Food & Drink$2,900
Travel$2,300
Savings rate 38.7% · 7 categories tracked
Open Budget Studio →
LIVE

Retirement Outlook

Contributions, horizon and drawdown modeled against your balances, not against a blank form.

Today$1,092,000
At 65$4,522,638
Horizon24 years
6.1% real return · contributions held flat
Open Retirement Outlook →
COMING SOON

Tax Impact

Model a sale, a conversion or a bonus against your actual brackets before you commit to it.

COMING SOON

Entity Optimizer

Compare how a business structure changes what you keep, with your own income in the inputs.

Illustrative preview · sample data, no personal information

The suite

Models that start from your numbers.

Pre-filled from your picture

Balances, contributions, rates and horizons arrive already populated. Adjust from reality, not from blanks.

Scenario memory

Saved scenarios stay attached to your picture and update as your numbers move.

Ask your CFO

Every calculator hands off to the conversation, so a model becomes a plan.

Ask the question that is keeping you up.

Answers arrive with a plan, grounded in your actual holdings.

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