Getting Started
Step 1 of 8
Choose Your Plan
Both are completely free — pick the depth that's right for you
Quick Plan
Get a snapshot of your retirement readiness
✓ 8 questions
✓ Retirement readiness score
✓ Projections & top opportunities
✓ Fee & tax analysis
✓ Interactive follow-up session
Comprehensive Plan
Get an institutional-grade financial blueprint
✓ 25+ questions — your full financial picture
✓ Deep tax optimization strategy
✓ Estate planning & insurance review
✓ Property & debt analysis
✓ Multiple risk scenarios
✓ 8-10 specific opportunities with $ impact
✓ Comparable to a $2,000+ financial plan
Let's start with you
This helps us personalize your analysis
Please enter your first name
Please enter your age (30-95)
Your financial picture
Approximate ranges work perfectly — AI does the heavy lifting
Please select your investable assets range
When do you plan to retire?
This shapes your entire projection
Your risk comfort level
If markets dropped 25% tomorrow, how would you react?
Your #1 financial priority
We'll focus your plan around this
What concerns you most?
Our AI will address this directly in your plan
Do you have a financial advisor?
We'll include a fee analysis in your plan
Where should we send your plan?
Your AI analysis will be ready in about 30 seconds
Please enter a valid email address
Please enter your phone number so we can reach you
🔒 Your data is encrypted and never sold
Property & Real Estate
Section 2 of 7 — Steps 9-10
Do you own your primary residence?
Home equity is a key part of your retirement picture
Do you own any other properties?
Investment properties, vacation homes, rental income
Insurance & Protection
Section 3 of 7 — Steps 11-13
Do you have life insurance?
This impacts your family's financial security
Do you have long-term care insurance?
Long-term care is one of the biggest retirement risks
What's your health insurance situation?
Healthcare costs are a major retirement expense
Tax Situation
Section 4 of 7 — Steps 14-16
What's your filing status?
This affects your tax brackets and planning strategies
What's your estimated tax bracket?
Your marginal federal income tax rate
Any significant deductions?
Select all that apply — approximate amounts help us optimize
✓
🏠 Mortgage interest✓
❤️ Charitable giving✓
💼 Business expenses✓
🏥 Medical expenses✓
📋 State & local taxes (SALT)✓
📝 None / Standard deductionDebt Overview
Section 5 of 7 — Step 17
What debts do you have?
Select all that apply — this helps us build your payoff strategy
✓
🏠 Mortgage✓
🚗 Auto loans✓
🎓 Student loans✓
💳 Credit cards✓
🏢 Business debt✓
✅ No debtRetirement Accounts Detail
Section 6 of 7 — Steps 18-20
What retirement accounts do you have?
Select all that apply
✓
401(k)✓
Traditional IRA✓
Roth IRA✓
Roth 401(k)✓
SEP IRA✓
403(b)✓
Pension✓
Taxable Brokerage✓
NoneDoes your employer match 401(k) contributions?
Free money you might be leaving on the table
Do you have a pension?
Pensions provide guaranteed income in retirement
Family & Estate Planning
Section 7 of 7 — Steps 21-25
Do you have dependents?
Children, elderly parents, or anyone who depends on your income
Do you have an estate plan?
Select all documents you currently have
✓
📜 Will✓
🏛️ Trust✓
📋 Power of Attorney✓
🏥 Healthcare Directive / Living Will✓
❌ None of the aboveAny expected inheritance or large future income?
Business sale, inheritance, stock vesting, etc.
Spouse/partner's age and employment status?
This helps us build a joint retirement projection
Spouse/partner's retirement accounts?
Approximate total balance across all their accounts
✓
401(k)✓
IRA✓
Roth IRA✓
Pension✓
None / N/A🧠
Building your personalized financial plan
Powered by Claude Opus 4 (Anthropic Model ID: claude-opus-4-20250514) — the world's most advanced reasoning model
📊 Analyzing your financial profile
📈 Running Monte Carlo projections across 1,000 scenarios
📋 Modeling tax optimization strategies through 2026 TCJA sunset
💰 Benchmarking your fees against 10,000+ advisor fee schedules
💡 Mapping Roth conversion & RMD strategies
📝 Generating your executive summary
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☕ Comprehensive plans can take up to 5 minutes — we're fully mapping your tax, retirement, and estate situation. Hang tight, it's worth the wait.
This analysis would typically require 2-3 meetings with a financial planner.
We're doing it in one shot with advanced financial modeling.
We're doing it in one shot with advanced financial modeling.