We are constantly adding new FREE tools to our website to help everyone become their own financial advisor. Check back often (or dare I suggest bookmark this page) to see new tools as they become available.
— new tools in the retirement section!
— new tools in the insurance section!
–new tools in the investing section!
Personal Financial Modeling
Graphically chart your entire financial future – project Income and Expense changes throughout your life – create contribution strategies for a different account (401K, IRA, Brokerage, etc) – track your progress over time – calculate your odds of success with Monte Carlo and Historical analysis – take comfort in having a solid financial life-plan.
Imagine the ability to visualize a range of possible financial futures – and by tweaking small details, produce a graph of the most likely outcomes. Imagine having a plan that helps you take comfort from your financial future. That’s OnTrajectory.