Our financial planning software has interactive tools to actively involve you in the planning process. Whether you are sitting across the table or across the country, we are able to show you various financial scenarios and the potential impact on your bottom line, interactively. Change inputs factors on the fly and see the results!
With your home computer and our software’s electronic dashboard, you are able to seamlessly retrieve and update your account information. From the privacy and security of your home, you can review balances from your various bank accounts, credit unions and many of the financial brokerage institutions. All the information gets rolled up into your dashboard summary.
With our financial planning software, we are able to model various retirement scenarios such as different ages, different Social Security claiming strategies, upsizing or downsizing a home, relocation, and much more. Embedded in the software are tools such as Monte Carlo simulation, Social Security optimization, and systematic stress testing to analyze different economic factors. All with very quick response time and graphic visuals.
Tax-efficient Withdrawal Strategies
As part of your Retirement Plan, we will illustrate optimal withdrawal strategies, comparing the sequence of withdrawals from taxable, tax-deferred and tax-free accounts both with and without Roth conversions. This information alone may save you thousands in taxes during your retirement time horizon.
Budgeting and Debt Management
Generation X, Y, and Baby Boomers have at least one thing in common – a good budgeting and debt management tool is needed to help with budgeting, cash flow, and debt reduction needs. Our financial planning tool not only helps with that but is integrated into the financial plan we create for you.
A Report with Graphs You Can Actually Understand
We will take the software output reports and integrate them into one easy-to-read document with an action plan that you can follow through on, with or without our help.