Financial Plan Genie runs 10,000 Monte Carlo simulations, extracts data from your documents, and gives you an advisor-quality retirement plan in minutes — at no cost, ever.
No "premium" upsell. No features locked behind a paywall. This is the same tool advisors use.
Runs 10,000 simulations to calculate your real probability of a secure retirement.
Upload tax returns or statements — AI reads them and fills in your numbers automatically.
Ask follow-up questions after your plan is built. Powered by Claude AI.
Download a complete, advisor-quality financial plan document — yours to keep.
T-Bills, Bonds, TIPS, S&P 500, Total Market, International, Real Estate — all backtested.
See exactly when and how much to convert to minimize your lifetime tax burden.
Offer your clients personalized retirement plans under your own brand. Includes 14-day free trial — no credit card required.
Need unlimited plans, custom integrations, or an exclusivity agreement?
No sales team. You talk directly to the founder.