This is a live interactive demo using sample data. Drag the sliders to see how your plan changes in real-time. Your real plan connects to your own Google Sheet.
Adjust the sliders to see your plan change
$87,000
7.0%
3.0%
Age 63
Plan Confidence
100%
Legacy goal fully funded
✅ ON TRACK
Total Portfolio
$925K
Starting value · all accounts
Safe Annual Spending
$87K
Solver-optimized
Projected Ending Balance
$250K
At end of plan · legacy goal
Portfolio Sustainability
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Tax Bucket Evolution
Pre-Tax heavy → Roth grows via conversions
Income Bridge
—
FIRE Intelligence
Safe Withdrawal Rate
—
—
FI Date
—
—
FIRE Type
—
—
Coast FIRE Number
—
—
Stress Test — Sequence of Returns Risk
Base Scenario
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Year 1 Down 20%
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Mild bear market
Year 1 Down 30%
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Severe bear market
High Inflation (5%)
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vs base 3%
Ready to see your numbers?
This demo uses sample data. Your real plan connects to your own private Google Sheet — your actual accounts, your Social Security, your spending, your legacy goal. Up to 100-year projection, Roth conversion optimizer, stress testing, and a printable PDF summary your financial advisor will read.
