Your plan, in your pocket.
The Plan X client app shows the same plan your advisor sees: what comes in, what goes out, and what you can spend, give and pass on.
What you can see
Profile
Your household, accounts, monthly expenses and goals in one place.
Dashboard
What you can spend, give and pass on, as a share of your investment net worth.
Plan
Actual, Secure and Possible monthly figures, updated with your inputs.
Present
How your investments are allocated today.
Future
Year by year: Social Security, required minimum distributions, taxable income and tax rate.
Conversion
The Roth conversion opportunity before required minimum distributions begin.
Getting access
Access is by invitation from your advisor. If your advisor does not use Plan X yet, point them to the advisors page.