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The Solver · scenarios
Answer the what if while the client is in the room.
The Solver · Retirement portfolio
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The Solver · Retirement portfolio, slide 1 of 6When 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.
Call duration
~30 min
Preparation
Zero
Cost
Free