Let's start with the basics.
This helps us understand your household situation and tailor the report to your life stage.
Upload documents (optional — but will provide the most clear and accurate outlook)
Uploading a recent pay stub and prior year tax return helps us give you significantly more accurate withholding guidance and tax estimates. You can always skip these.
Prior year tax return
PDF, JPG or PNG · Max 10MB
Most recent pay stub
PDF, JPG or PNG · Max 10MB
Income & taxes.
We use this to calculate your tax withholding accuracy and overall financial picture. Use gross (pre-tax) amounts.
Savings & investments.
Enter current balances and monthly contributions for each account. Leave blank if you don't have that account.
| Account | Balance | Monthly contrib. | Employer match % |
|---|---|---|---|
401(k) Traditional |
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401(k) Roth |
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403(b) |
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457(b) |
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Roth IRA |
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Traditional IRA |
— | ||
SEP-IRA |
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Solo 401(k) |
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Taxable brokerage |
— | ||
ESPP |
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Emergency fund |
— | ||
529 College savings |
— |
Debt & monthly expenses.
This powers your debt-to-income ratio, emergency fund calculation, and monthly cash flow snapshot.
Rent/mortgage, utilities, groceries, childcare, insurance
Dining, entertainment, subscriptions, etc.
Debt balances & monthly payments
Retirement goals.
This drives your net worth forecast and retirement income gap analysis.
In today's dollars
We'll recommend one based on your age, but you can choose any option.
Insurance & protection.
Coverage gaps are one of the most overlooked financial risks. This section takes about 2 minutes.
Almost there.
Tell us what financial goals matter most to you right now, and add any additional context that might help personalize your report.