Tools I built for myself · Now open to everyone
I built these tools for myself — to make sense of retirement planning and property taxes across several decades of real decisions. Now I'm sharing them with everyone.
Why I built thisA complete retirement planning suite — year-by-year projections, Roth conversion optimizer, Social Security strategy, tax optimizer, Monte Carlo stress tests, real estate modeling, inheritance & charity planning, and AI-powered strategy across every major decision.
Build a bucket-strategy retirement portfolio that hits your exact return targets. Get real ETF and stock suggestions, track actual vs target performance, and link directly to your 360Retirement plan.
Most homeowners overpay property taxes because they don't know how to challenge their assessment. This tool walks you through the dispute process — finding comparable sales, building your case, and filing correctly to get a real reduction.
The philosophy
“Complex financial decisions shouldn't require a wealth manager or an MBA — they need clarity, a good model, and honest numbers. These tools are my way of sharing what I've learned.”Read my story →