Client workspace
Tools that pay for themselves
Free calculators get you started. Premium trackers help you catch costly gaps — missed renewals, thin savings, debt creep — before they snowball.
Premium workspace
Know what to fix first — before it costs thousands
One secure hub for debt payoff, emergency savings, insurance renewals, and retirement planning. Built for families who want clarity between advisor meetings.
2-minute money checkup
See debt stress, savings gaps & insurance blind spots in one score.
Rainy-day tracker
Build 3–6 months of expenses so emergencies stay off credit cards.
Insurance reminders
Know what renews next — before a lapse leaves your family exposed.
Retirement planner
Preview income & taxes decades ahead — adjust while there’s time.
Annual
$50/yr
About $4/month · save $10 vs monthly
$51.81/yr at checkout at checkout
Sign in & start — $50/yrWant the all-in-one bundle with insurance report & document safe? See Family Fortress & advisor plans →
Featured
Start with the most-used tools in the hub
Financial Vital Signs
A 2-minute checkup — emergency savings, debt pressure, family protection, and monthly breathing room. Rough estimates welcome.
Digital Legacy & Vault
Organize wills, trusts, policy numbers, and beneficiary instructions in one secure place.
Human Life Value Analyzer
Estimate life insurance needs using the D.I.M.E. method — debt, income to replace, mortgage, and education.
Debt Freedom Visualizer
Visualize credit card payoff time, total interest, and how extra payments shorten the journey.
For clients
5 toolsSelf-serve between meetings — track progress, organize documents, and stay on top of your plan.
Beneficiary Review Checklist
FreeWalk through every account and policy to confirm beneficiaries are current and aligned with your wishes.
Emergency Fund Builder
$5/moBuild a 3–6 month cash cushion — set a goal, track progress, and see how long it takes at your savings pace.
Policy Maturity & Ladder Tracker
$5/moList your policies once — see what's expiring next, when premiums are due, and avoid lapse gaps.
Secure Document Hub & Messenger
$15/moCheck off documents you have ready, draft a message, and email or call your advisor to move forward.
Mortgage Protection Estimator
FreeEstimate income-replacement coverage to protect your home if the unexpected happens.
For advisors
3 toolsAdvisor Pro ($15/mo or $100/yr) — client premium tools plus meeting prep, What-If modeling, and upcoming releases.
Term vs. Permanent Simulator
FreeCompare permanent life cash value growth vs. buying term and investing the difference.
Client Meeting Prep Kit
FreePre-call checklist — discovery questions, documents to request, and follow-up prompts.
What-If Scenario Modeler
$15/moToggle life events in a meeting — see cash-flow impact and whether protection may need to increase.
Workshops & learning
4 toolsEducational calculators and scenario tools for seminars, prospecting, and joint planning sessions.
Tax-Free Retirement Forecaster
$5/moProject retirement income: taxable accounts vs. IULs, Roth IRAs, and annuities.
Rule of 72 Calculator
FreeSee how fast your money doubles at any rate of return — great for workshop demos.
Cost of Waiting
FreeShow what delaying a financial plan really costs over 5, 10, and 20 years.
College Funding Planner
FreeEstimate monthly savings needed for college — workshop-friendly, ties into protection conversations.