Tutorials

General Overview

A tour of the whole app in a few minutes: the top bar that follows you everywhere, Plan Facts, Results, the Playground, and the privacy design underneath it all.

4:45 Coming soon

The Top Bar

The scenario picker where your saved scenarios live, today's dollars versus future dollars, and Household and Assumptions.

2:28 Coming soon

Accounts

Entering your savings and retirement accounts, what the account type quietly does, and keeping the picture current.

5:13 Coming soon

Other Assets

Homes, rentals, and the big things that are not accounts, including rental income that flows into Income Sources.

2:20 Coming soon

Life Insurance

Term and whole life policies, what pays and when, and how the plan treats cash value honestly.

2:09 Coming soon

Debts

What you owe beside what you own, and the one question that keeps the same dollars from being counted twice.

1:41 Coming soon

Retirement Spending

The most important number in your plan, the estimator that helps you build it from professional guidance, and watching every choice land on your savings.

3:50 Coming soon

Income Sources

Paychecks, pensions, rent, and side income, and how each one carries your plan before savings fill the gap.

2:23 Coming soon

Scenarios

Versions of your life, kept side by side: build them, compare them, and promote one when it becomes the plan.

2:20 Coming soon

The Summary

Your whole plan on one screen, year by year to the end, and how to read the story it tells.

1:42 Coming soon

Compare

Plans side by side on the same years, the built-in stress test, and real market history run through your own plan.

2:41 Coming soon

The Plan Report

The same story as printable pages you can hand to someone you trust.

1:21 Coming soon

Social Security

Every claiming age drawn in lifetime dollars, and the two honest answers to when you should take it: the most Social Security, and the highest ending net worth.

2:23 Coming soon

Roth Conversion

The low-bracket window between retirement and required withdrawals, with the tax paid always shown beside the benefit gained.

2:46 Coming soon

Taxes

Where the tax in your plan comes from, in plain words.

1:27 Coming soon

Monte Carlo

Your plan against thousands of market paths, run on your own machine, with a success rate you can actually interpret.

2:55 Coming soon

What If

Try a life change in plain words, see what it does, and keep the ideas worth keeping as scenarios.

1:37 Coming soon

Goal

Start from the number you want and see the honest paths to it: saving more, working longer, or a one-time addition, each re-run on your real plan.

2:59 Coming soon