About Plan X

DRAFT — pending owner approval. This page is a placeholder for Adam to approve or replace.

PlanX Technologies, LLC builds Plan X, a retirement, estate and business planning model that puts a household's budget, accounts and goals on one page.

Plan X began as a spreadsheet model and is being built into software that advisors and their clients share. Every number is deterministic and traceable: the same inputs always give the same plan, and each figure can be followed back to what was entered.