DIY retirement and financial planning with full tax detail and Claude AI assistance
Your personalized self-development book built from an anonymous assessment
Stage
Not given
Not given
Founded
Not given
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Based in
Not given
US
Pricing model
Freemium
Paid
Pricing
Free tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
Digital US$79, Paperback US$109 (plus shipping), Hardcover US$149 (plus shipping). All one-time purchases in USD. Printed books include free shipping to most destinations.
Key features
Tax modeling down to lot-level cost basis with capital gains stacking
Income tax calculation for 41 states and DC with local tax support
Social Security modeling with earnings test and spousal benefits
Monte Carlo analysis with thousand trials from real market history
Claude AI integration for plan building and analysis
Roth conversion and withdrawal optimizer
Multi-scenario comparison with detailed scenario diffing
Real estate modeling with depreciation and rental property analysis
Family and household modeling with marriage, children, and moves
Income tracking for salary, RSUs, pensions, and Social Security
Seven-session anonymous assessment with research-grounded instruments
12 months GPT-guided development app access
Guided interview to shape personal development program
Digital PDF, paperback, or hardcover editions
Assessment based on validated instruments from Stanford, Oxford, Columbia, UCLA, and NCPTSD
What makes it different
Tax-focused planning engine that models actual tax impacts at lot level
Claude AI integration that builds and updates plans via conversation
Free core planner with optional paid Claude connector tier
Variable spending model that adapts annually based on portfolio performance
Fully anonymous by design with assessment separate from purchase details
Research-grounded assessments using validated instruments from leading institutions
Personalized one-of-one edition tailored to individual patterns and goals
Non-diagnostic approach supporting self-development without medical claims
Practical 180-day blueprint that turns insights into actionable steps
FinZot
Rilev