Frequently Asked Questions

How are we different than other planning tools?

We put all the pieces together in an easy-to-understand format; make it easy to what-if; and show you results in a simple format.

Is it easy to use?

Yes, some basic input generates easy to understand results.

How much does it cost?

$39.99 per year or $4.00 per month, cancel any time.

Do you offer refunds or a trial period?

Yes, we offer a 3-day trial period with the monthly subscription.

Can I subscribe monthly?

Yes, you can select a monthly subscription with a free 3-day trial period and you cancel at any time.

What if I have other questions?

There will be informational videos available to subscribers that should answer most questions. We will also be available to answer questions via email and are planning on a user forum.

Does this replace my tax advisor or financial/estate planner?

No, but it can help you to identify opportunities and uncover questions.