Simple, transparent pricing
Start free. Upgrade when you're ready for more.
Validate your number and timeline.
- Quick Verify with growth chart
- Historical backtesting
- 1 saved plan with 2 scenarios
- Top 3 moves to retire earlier
- Cloud sync across devices
Save $11 vs monthly
Model the details that change outcomes.
- Unlimited plans & scenarios
- Monte Carlo simulations
- Social Security & tax planning
- Withdrawal strategies
- PDF & CSV reports
or $4.99/month billed monthly
one-time payment
All Pro features forever. No recurring fees.
- Everything in Pro
- One-time payment
- All future Pro updates
- Priority support
for financial professionals
Help your clients plan for retirement.
- Manage up to 25 clients
- Client dashboard
- White-label reports
- All Pro features included
Compare plans
| Feature | Free | Pro / Lifetime |
|---|---|---|
Quick Verify calculator Check if you're on track for retirement | ||
Growth projection chart Visualize your portfolio over time | ||
Cloud sync across devices Your data saved & synced automatically | ||
Saved plans Save and track retirement scenarios | 1 plan | Unlimited |
Scenarios per plan Compare different what-if scenarios | 2 | Unlimited |
Top moves analysis See what changes move the needle most | 3 moves | All moves |
Monte Carlo simulation Probability of reaching your goal | ||
Side-by-side comparison Compare scenarios visually | ||
PDF & CSV reports Export for advisors or your records | ||
Social Security optimizer Optimize your claiming strategy | ||
Tax planning tools Roth conversions, tax brackets, etc. | ||
Withdrawal strategies Plan your retirement income | ||
Historical backtesting Test against 95+ years of history | ||
Couples planning Plan together with your partner | ||
Assets & liabilities Track your full financial picture | ||
Life events modeling Pensions, inheritances, college, etc. |
Frequently asked questions
Can I try before I buy?
Yes! Quick Verify and Historical Backtesting work without a paid subscription. Try them free, then upgrade when you want advanced tools like tax planning and withdrawal strategies.
What payment methods do you accept?
We accept all major credit cards through Stripe. Your payment information is never stored on our servers.
Can I cancel anytime?
Yes. Cancel your subscription anytime from your account settings. You'll keep access until the end of your billing period.
What's included in Lifetime?
Everything in Pro, forever. One payment, no recurring charges. Includes all future Pro updates.
Do you offer refunds?
Yes. If you're not happy with Pro, just reach out to support. We review refunds individually and are happy to honor good-faith requests.
Do you link to my bank accounts?
No, never. We don't use Plaid or any account aggregation. You enter numbers manually, so there's no connection to your actual accounts that could be compromised.