Start the plan
before the first meeting
Household and retirement calculators let prospects gather their own numbers: budget, net worth, savings rate, retirement gap and Social Security timing. The request that follows is half a discovery meeting.
Which calculators help financial planners attract clients?
Tools that match early planning questions: a retirement planner and shortfall calculator, Social Security claiming, net worth, budget and savings rate. Prospects arrive having entered their ages, balances and goals, which shortens discovery and helps you quote a planning fee.
Discovery, pre-filled
A planning prospect who sends a retirement planner result has told you their ages, savings, contributions, expected income need and the size of the gap. Combine that with a net worth snapshot and you can prepare a meaningful first meeting.
From two calculators
- Ages and retirement date
- Savings and monthly contributions
- Income goal in today's dollars
- Assets, liabilities and net worth
Content that converts
January check-in
Budget, net worth and savings rate in a new-year email.
Turning 62
Social Security claiming age with the benefit calculator.
Back to school
College savings for parents in August.
Questions firms ask
Which plan do planners need?
Retirement, Social Security and household tools are on every plan, from free Practitioner (5 at once) up. Network adds the HSA calculators and removes every limit.
Are projections hypothetical performance?
Possibly, if you present them; see the RIA page and compliance guide.
Do calculators include Monte Carlo?
No, constant assumptions, which are easier to disclose.
Can I use calculators in client reviews?
Yes, on a portal page with lead capture off.
Can couples use them?
Yes, including a two-spouse retirement planner.
Do calculators work in other languages?
Yes, in six: English, Spanish, Simplified Chinese, Korean, Vietnamese and Arabic.
Can I brand them?
Yes, on paid plans.
Can I see which calculators prospects use?
Yes, analytics show views and leads per calculator.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Let prospects bring their numbers to you
Embed retirement and household calculators and shorten discovery.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.