top of page
"I know what I've got. How long will it last?"
— Probably you, last week
Illustrative example only. Results will vary based on your inputs.
Enter your personal information (privately!) in the left column. Only six inputs to start shaping your unique plan!
Choose from three built-in Return on Investment models — Conservative, Moderate, or Aggressive — or enter your own custom ROI %.
Chart your unique course
Use the optional LifeRoute™ Console to map out your retirement journey. Set your future dates and amounts, and see the real-world impact of every milestone on your spending plan.
Mortgage paid off in
two years?
Enter it as a Withdrawal Adjustment and watch your future monthly withdrawals shrink - and your savings stretch.
Gifting a grandchild college funds in 2030?
Enter it as a Balance Adjustment - and see if your plan still holds steady.
Whether you're downsizing your home, replacing that old car, or finally taking your dream vacation, the LifeRoute™ Console helps you fine-tune your plan - based on your known future events. Stay in control, no matter what’s ahead.
Track the road ahead - every month,
every milestone, every year.
Think of this as the test drive. Your Detailed Monthly Projection delivers a clear, month-by-month journey
- mapped out as far ahead as you need.
Illustrative example only, based on Dashboard entry. Results will differ based on your inputs.
Your age, on your birthday month + year
First-Year
Withdrawal, Monthly
Ending balance with investment projection
Your Withdrawal Adjustments noted!
Your Balance
Adjustments noted!
...right through to your Target Age, with a projection of what’s left in the bank.
Plus, Monte Carlo Analysis: Stress-testing your plan against 1,000 randomized market scenarios to see how it holds up under real-world volatility.
bottom of page