The Everything Package
Both life stages, all services — the accumulation playbook and the retirement playbook together, at roughly half price for the second package.
The $899 / 6 months subscription is coming soon — meanwhile, every live service below is available individually today. Join the waitlist — free account
8 of the 17 services in this package are available individually right now — pay once per analysis, keep the report. The rest launch with the subscription.
Complete review of all your investments with specific rebalancing recommendations and projected impact.
Multi-year modeling of whether converting traditional IRA/401(k) to Roth makes financial sense.
Structured second-opinion review of your filed tax return to surface potentially missed deductions and credits.
View serviceMulti-scenario projection of your tax liability with "what-if" modeling for upcoming financial decisions.
View serviceMulti-decade withdrawal sequencing with tax-efficient distribution and Monte Carlo longevity analysis.
Claiming-age scenario comparison with lifetime-benefit projections and spousal coordination modeling.
View serviceIdentifies gaps in your estate documents — wills, trusts, powers of attorney, beneficiary designations.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
View serviceDetailed spending breakdown with categorized line items and savings-rate calculation.
Enter a US home address and get a full investment underwrite — fair value, rental returns, the risks that matter, and a Pass / Watch / Pursue verdict.
View serviceA year-by-year Medicare IRMAA projection mapped to your income plan, a Medigap-vs-Medicare-Advantage recommendation for your situation, and an enrollment deadline calendar.
View serviceA per-account, per-year RMD schedule using the correct IRS tables, your income stack mapped to tax brackets and Medicare IRMAA tiers, and the QCD strategy that can turn charitable giving into premium savings.
View serviceA structured 30/60/90-day financial reset for widowhood or gray divorce — the decisions with permanent consequences handled first, with deadlines computed from your actual dates.
View serviceShould your business be an S-corp? Entity choice and reasonable-compensation math, run on your actual numbers.
Solo 401(k), SEP, SIMPLE, or cash balance — which plan shelters the most of your income at your profit level.
RSU, ISO, and ESPP timing with AMT exposure and a diversification schedule for your concentrated position.
Asset location, QBI deduction preservation, and the moves that keep your effective rate down while you accumulate.
One spouse still building, one approaching retirement — or a business owner whose exit IS the retirement plan. The full platform covers both sides of the transition.
The two packages separately would be $1,198 per period. Everything is one plan, one price, every service.
New services join the Everything package automatically at no extra cost.
Planned subscription price
$899 / 6 months
Not ready for a plan? Try a single analysis first — pay per service, keep everything you buy.
Want the full plan when it launches? Join the waitlist — free account