For Financial Advisors

Financial Advisor Essentials

Professional-grade planning tools for client meetings

6 calculatorsFree to tryMore uses with Pro

Sound Familiar?

Common frustrations this bundle solves for financial advisors

Generic financial software that takes too long to set up for a single meeting

Clients not understanding the impact of their current savings rate

Difficulty illustrating estate tax exposure without complex software

Prospects leaving meetings without a clear picture of their financial future

Social Security claiming decisions that cost clients tens of thousands

What's in This Bundle

6 calculators, each with a specific use case for your workflow

Retirement Calculator

Model retirement scenarios with different savings rates and timelines

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Estate Tax Calculator

Estimate federal estate tax exposure for high-net-worth clients

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Tax Bracket Calculator

Show clients exactly where they fall in federal tax brackets

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Investment Calculator

Project portfolio growth under various return assumptions

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Compound Interest Calculator

Illustrate the power of compounding to motivate early saving

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Social Security Calculator

Compare benefit amounts at different claiming ages

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Unlock All 6 Tools

Compare plans for a larger calculator allowance and separate monthly AI usage. The pricing page lists the current inclusions and limits.

Run live scenarios during client meetings for instant engagementIllustrate complex concepts like compounding with clear visualsProvide clients with take-home numbers that build trustSupport your recommendations with transparent, verifiable calculations

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