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.
Invite your clients to build their own plan, then review every client's plan in one workspace. Includes a 14-day free trial — cancel before day 14 and you won't be charged.
Need unlimited plans, custom integrations, or an exclusivity agreement?
No sales team. You talk directly to the founder.