I built financial plans for other people.
Now you can build your own.
The chart my clients remembered
For 5 years I worked as a financial planner, first at a small independent firm, then at a large national looking after clients with substantial wealth. The meetings my clients remembered most weren’t when we were discussing how well their portfolio had performed. They were the ones where I could show them their whole life on one chart: pensions, savings, the house, year by year, helping them to ask the “what if?”
What if they could retire at 60 instead of 65. Help their children with a deposit. Downsize at 70. Seeing the answer on the chart made the decision easier, whichever way it went.
That kind of planning is standard for the clients who need, or simply just want an adviser. The software I used to use was built (and priced) for firms. Unfortunately most people never get to see it at all, which is why I started to build Wealthcast.
What you can count on
You see the working.
Every figure shows the assumptions behind it, and you can change any of them.
How our numbers workYou make the call.
I built Wealthcast to show what each choice means for the years ahead. It never recommends a product or ranks your options.
Your plan stays yours.
Keep it in your account, or encrypted on your own device.
How we protect your plan
Get in touch
Questions, ideas or something that looks wrong? Email me at hello@wealthcast.app. Pro members can also book a 25-minute founder session with me.
See where your money’s heading.
Start with the basics in a few minutes. Change anything, any time, and try a decision before you make it.