The product is a financial scenario simulator that projects personal finances year by year using real tax, mortgage, and market calculations to answer decisions such as buying a home, retiring early, or changing income. It sells to individual consumers managing household money and retirement planning without professional advice. It is positioned in the gap between single-purpose calculators and cumbersome heavyweight planners, offering a connected model with plain-English verdicts and side-by-side comparison of two futures.
Key features
- Year-by-year financial projections
- Real tax math with federal and state
- Mortgage amortization modeling
- 8 account and asset types
- Life events timeline modeling
- Retirement drawdown modeling
- Safe withdrawal rate calculation
- Social Security timing modeling
- Plain-English verdict on plan
- Side-by-side scenario comparison
- 1,000 market histories simulation
- Probability of success metrics
- Exportable and deletable data
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Consumers general