Planning Tools
Complimentary Planning Tools
Calculators and review tools for retirement readiness, tax planning, advisor conflicts, RSUs, and Social Security claiming.
Every tool below is complimentary, requires no account, and is built around the same planning frameworks we use with clients. They are a starting point, not a replacement for a coordinated household plan. But they will get you closer to the right question.
Each tool surfaces one specific planning dimension — retirement readiness, advisor-relationship conflicts, multi-year tax opportunities, equity-comp exposure, portfolio risk, retirement spending feasibility, or Social Security timing. The output is directional, not prescriptive. The actual planning decision should be made inside your full household picture. That is what the Retirement Clarity Assessment exists for.
How to Choose Where to Start
Within five years of retirement? Start with the Retirement Readiness Checkup. Evaluating your current advisor relationship? Rate My Financial Advisor. Meaningful equity compensation? The RSU Planning Tool surfaces the exposure fastest. Taxes feel higher than they should be? The Tax Planning Review. None of the tools require an email, and we do not follow up unless you ask us to.
Important Note on Output
Every tool is illustrative. None of the outputs constitute investment, tax, or financial planning advice. The calculators model deterministic assumptions, not the full range of market and household outcomes a real plan needs to consider. They are useful for surfacing questions and orienting around magnitudes. They are not a substitute for a coordinated household plan.