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You can add any type of income or expense as a “custom event”. Feel free to give it a name, set the amount and the frequency and see how your forecast changes.

Your “legacy” represents the amount of money you would like to leave behind at the end of your forecast. Traditionally, this could be to your heirs or causes you care about. While it does not deter...

There is no limit currently. 

Your forecast data will remain intact for up to 180 days after account closure.

Yes. All data is encrypted and protected. We never sell your information.

Yes. Your household can view the same forecast. You can also show your plan with CFP® to review in a session if you want extra guidance.

Just click into the forecast inputs — you can edit assumptions like salary, savings, life events, or retirement goals anytime.

Yes. You can add future equity events with custom timing and value. Include vesting schedules or big one-time windfalls.

It’s the percentage of simulations where you didn’t run out of money in retirement — the higher the number, the more likely your plan is on track.

It’s basically a way to pressure-test your plans to see if it holds up against a bunch of real-world scenarios. It simulates thousands of possible futures based on different market conditions to sh...