See your two futures — and build the one you want.
A professional-grade tool to model it all — investments, tax, insurance, estate, business, debt — backed by a fiduciary team that manages the assets, places the protection, and guides every step.
See your two-futures projection
Watch your two futures unfold.
Drag through the years — every move you make, colored by how it works.
That's a sample plan. Yours takes five minutes.
Model your real one — start free →Your whole financial life — in one place.
Not six disconnected tools and four advisors who each see a slice. One model that holds all of it.
Investments
Portfolio, allocation, long-term growth.
Tax structures
Multi-year strategy, entity, Roth timing.
Insurance & protection
Right-sized coverage, when you need it.
Estate & legacy
Wills, beneficiaries, what you leave.
Business & co-ownership
Partners, buy-sell, owner comp.
Debt
Payoff order, refinancing, leverage.
See it before you decide
Model a Roth conversion, a business sale, a new policy, a debt payoff — and watch the long-term effect on one timeline before you commit.
Tell it with confidence
Turn the tangle into a story you can explain — to your spouse, your partner, your kids. That clarity is the whole point.
The best of automation and human judgment.
A scenario engine, automation, and deep tax-code research — every recommendation cited to the IRS, Cornell LII, and SSA so you can verify before you act.
Multi-CFA, CPA-grade expertise and fiduciary care. We manage the assets at Altruist, place protection through BackNine, and guide every step — together.
Start with the tool. Add the team when you want it.
Free trial
Free · no cardOpen the Workbook and model your whole life yourself. See the tool actually work.
Foundation Review
$500 · 90 minA CFA reads your model with you, pressure-tests it, and hands you the written plan — yours to keep.
Engagement
$5K personal · $15K businessThe team takes the wheel — managing assets, placing protection, executing every quarter.
Your financial story, finally clear.
Start with the tool free. Bring in the team when you're ready.