Answer the what-if while the client is in the room.
The Solver
When the client asks “what if I retire at 62?”, pick the lever — retirement date, Social Security timing, Roth conversion size, sustainable spending, life-insurance need — and the Solver searches it against Monte Carlo paths while you talk: a 250-trial sweep, a 500-trial refine, under 30 seconds.
goal-seek
250-trial search
500-trial refine
seconds
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints — redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.
