Wealth Timeline

Model liquidity, market exposure, and protected growth across retirement.

Illustrative retirement scenario

Interactive planning model • Values are estimates, not guarantees • Version 1.4.1

LONG-RANGE OUTLOOK

Projected Portfolio Value

Explore how each allocation may respond to time, withdrawals, taxes, and market events.

Safe Market Indexed Total

Age 68 · Year 0

PLAN INPUTS

Scenario Assumptions

Adjust client assumptions, income sources, and account characteristics. Changes update the presentation immediately.

Client Name Scenario Name Current Age Years to Show Comfort Zone Income Annual Inflation % Tax Filing Include federal tax State Tax

Income Streams

Income Name Type Annual Amount Start Age End Age, optional

Portfolio Accounts

STRESS TESTS

Scenario Events

Add one-time shocks such as market crashes, medical expenses, or care costs. Changes update the projection immediately.

Event Name Year From Now Affected Column Percent Impact Dollar Impact

ACCOUNT DETAILS

Add Account

Account Name Column Account Type Starting Amount Annual Rate / Return % Brokerage Fee % Risk Score, 1-99 Taxable each year Required minimum distribution at age 73 RMD Disbursement Column Indexed Cap % Participation % Up Front Bonus %

Only the fields that apply to this account type are shown. Indexed bonuses are one-time starting credits, not annual growth.

SPLIT ACCOUNT

New account A$1 New account B$1

SAVE PLAN

Save Wealth Timeline

This creates an Excel-compatible workbook with readable planning tables and embedded restore data for the Load Plan button.

File name

ClientClient

Scenarios1

Accounts0

AUDIT TRAIL

Activity History

This secure audit page records plain-English activity server-side, including saves, loads, prints, and session timing. Records are encrypted in transit and at rest.

Current Session0 minutes

Entries Stored0

Time ZoneEastern Time

SECURE ACCESS

Audit Password

Enter the audit password to view the hidden server-side activity history.

Password

Incorrect password.