Planning tools
Run the numbers. Then talk to a human.
Three free calculators we use with clients every week. Play with the sliders — nothing is saved, and nobody will call you.
01 · Retirement projection
How big could your nest egg get?
See how today’s savings and monthly contributions compound until the day you stop working — and what paycheck that could buy.
Monthly compounding, adjustable return
Income estimate at a 4% withdrawal rate
Hover the chart to see any age
Retirement projection
LiveProjected savings at age 65
$1,717,337
About $5,724/mo of retirement income at a 4% withdrawal rate. $1.20M of it comes from growth.
Hypothetical illustration. Assumes monthly compounding and constant returns; not a guarantee of future results.
Review my plan02 · Savings goal
What should you put aside each month?
Pick a goal — a home, college, a sabbatical — and see the monthly saving that gets you there on time.
Four common goals, fully editable
Accounts for money already saved
Shows how much growth does the lifting
Savings goal planner
LiveSave each month for home down payment
$1,534/mo
To reach $120,000 in 5 years, with $13k coming from growth.
Hypothetical illustration. Assumes monthly compounding and steady returns; not a guarantee of future results.
Build my planFee comparison
What does 1% really cost?
Compare a flat advisory fee with a percentage-of-assets fee over decades. The gap is usually bigger than people expect.
Flat fee vs. 1% of assets
LiveYou keep after 30 years
$1,263,438
Ending balance $6.36M with a flat fee vs $5.10M paying 1% a year.
Hypothetical illustration. Fees deducted annually; flat fee rises 3% a year for inflation. Not a guarantee of future results.
See our pricingFree · 30 minutes · No pitch
Numbers are a start. A plan is better.
Bring your questions. You’ll leave with at least one idea you can act on this month — whether or not we work together.