MyPlanner Beta

Your guided journey to a complete financial plan.

Step 1

Retirement Readiness

See if your current savings and lifestyle are on track for your target date.

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Step 2

Social Security Timing

Maximize your lifetime benefits and define your secure income floor.

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Step 3

Safe Spending Limit

Discover what you can comfortably spend based on your assets.

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Step 4

Annual Budget

Establish your current savings targets to make the plan a reality.

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Step 5

Withdrawal Strategy

Optimize your portfolio withdrawal order to minimize taxes.

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Step 6

Life Insurance Needs

Ensure your household is protected if the unexpected happens.

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Step 7

Scenario Compare

Compare two major financial decisions to see which builds more wealth.

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Step 8

Roth Optimization

Determine if tax-free Roth Conversion makes long-term sense.

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Step 9

Risk Analysis

Run 1,000 simulations to truly stress-test your standard of living.

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Step 10

Debt Management

Optimize your debt payoff strategy and improve cash flow.

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Step 11

Asset Allocation

Find the right mix of stocks, bonds, and cash for your risk profile.

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Step 12

Healthcare Planning

Plan for healthcare costs in retirement, including Medicare gaps.

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Step 13

Housing Decision

Should you downsize, relocate, or stay put in retirement?

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Step 14

Estate Planning

Protect your legacy with trusts, wills, and tax-efficient transfers.

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Step 15

Financial Plan Summary

Review your complete plan and export it as a PDF.

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