Be your own advisor — forever

Find your true net worth.

A single twelve-minute intake produces three professional financial reports — your Personal Financial Statement, Estate Planning Analysis, and Income Planning Analysis. The kind of work that costs thousands at a wealth firm, for $24.99.

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Founded in 2013 by CPA Roger Rekate

12 min

Intake time

Professional reports

$24.99

One-time setup

2013

Founded by a CPA

What you receive

Everything, in detail.

Report 1

Personal Financial Statement

A definitive accounting of where you stand today. Cash and savings, fixed assets, investments, retirement accounts, debts — line-itemized, totaled, and presented at the credibility bar a lender or attorney expects.

Five sectioned categories of assets and liabilities
Asset composition chart for a one-glance read
Plain-English labels you write yourself

Report 2

Estate Planning Analysis

Where will your estate be in three decades, and what will your heirs owe? We project net worth at a growth rate you set, apply the current federal exemption, and show estate tax over time alongside any life-insurance coverage you have in place.

Configurable growth rate and projection horizon
Per-year exemption table — editable as policy changes
Clear separation of life insurance in vs. outside the estate

Report 3

Income Planning Analysis

Six categories of income across two timeframes, two people. Social Security, pension, IRA / 401(k), employment, investments. Today versus when you stop working. The difference, in one number you can act on.

Side-by-side primary and spouse columns
Retirement income mix chart
Surplus or shortfall against your current lifestyle

The next step

Twelve minutes between you and your reports.

Sign up free. Walk through the intake. Pay only when you’re ready to generate — or come back tomorrow. Your progress saves at every step.

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