Built by advisors, for advisors.

We built Foundry Planning because the software advisors had didn’t fit the way the work actually gets done. The math has to be right, and the numbers have to make sense read aloud in a meeting — to someone who isn’t going to take the binder home and study it.

Most planning tools are built for the quarterly review or the annual deliverable. The conversation between an advisor and a client runs longer than that. It covers cash flow over decades, the tax bracket someone will actually land in five years from now, whether a Roth conversion still makes sense after IRMAA hits, what happens if one spouse outlives the other by twelve years. Software for that conversation has to keep working between meetings, the same way the conversation does.

That’s where the name comes from. A foundry is where raw metal goes under heat and pressure and comes out forged — load-bearing, precise, built to stand for decades. A financial plan is the same kind of object. It has to carry weight, hold its shape under stress, and still be standing thirty years on. We build the tool the way the plan has to last.

So Foundry runs every plan number on one engine. Cash flow, federal and state tax, Social Security, estate, and Monte Carlo are computed together, on every keystroke. No tab-switching, no silent approximations between modules. The numbers reconcile because they have to.

If you work planning-first — plainspoken, deliberate, in it for the long horizon — you’ll find Foundry useful. If you’re a client of an advisor who does, you’ll see the work happen in the room.