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Financial command center
Your wealth toolkit
Tools organized for clients, advisors, and workshops — analyze coverage, eliminate debt, forecast retirement, and protect your legacy. Preview mode: every tool is unlocked for testing.
For clients
Self-serve between meetings — track progress, organize documents, and stay on top of your plan.
Digital Legacy & Vault
Organize wills, trusts, policy numbers, and beneficiary instructions in one secure place.
Beneficiary Review Checklist
Walk through every account and policy to confirm beneficiaries are current and aligned with your wishes.
Debt Freedom Visualizer
Visualize credit card payoff time, total interest, and how extra payments shorten the journey.
Emergency Fund Builder
Build a 3–6 month cash cushion — set a goal, track progress, and see how long it takes at your savings pace.
Financial Vital Signs
A 2-minute checkup — emergency savings, debt pressure, family protection, and monthly breathing room. Rough estimates welcome.
Policy Maturity & Ladder Tracker
List your policies once — see what's expiring next, when premiums are due, and avoid lapse gaps.
Secure Document Hub & Messenger
Check off documents you have ready, draft a message, and email or call your advisor to move forward.
Mortgage Protection Estimator
Estimate income-replacement coverage to protect your home if the unexpected happens.
For advisors
Advisor Pro ($15/mo or $100/yr) — client premium tools plus meeting prep, What-If modeling, and upcoming releases.
Human Life Value Analyzer
Calculate exact life insurance coverage using income, debt, mortgage, and education costs.
Term vs. Permanent Simulator
Compare permanent life cash value growth vs. buying term and investing the difference.
Client Meeting Prep Kit
Pre-call checklist — discovery questions, documents to request, and follow-up prompts.
What-If Scenario Modeler
Toggle life events in a meeting — see cash-flow impact and whether protection may need to increase.
Workshops & learning
Educational calculators and scenario tools for seminars, prospecting, and joint planning sessions.
Tax-Free Retirement Forecaster
Project retirement income: taxable accounts vs. IULs, Roth IRAs, and annuities.
Rule of 72 Calculator
See how fast your money doubles at any rate of return — great for workshop demos.
Cost of Waiting
Show what delaying a financial plan really costs over 5, 10, and 20 years.
College Funding Planner
Estimate monthly savings needed for college — workshop-friendly, ties into protection conversations.