HELP MAKE PLANNING EASIER
Try a plan. Tell us what felt unclear.
Use made-up amounts. You do not need to share your real finances to test the calculator.
A ten-minute walkthrough
- Open the calculator and start Quick projection. Can you understand what each field asks for?
- Enter a current age of 35, stop-work age of 60, annual pay of $80,000, monthly spending of $3,000, cash of $10,000, investments of $25,000, retirement savings of $75,000 and annual contributions of $6,000. These are test inputs, not a financial recommendation.
- Add one life event, such as a future car purchase. Check its timing and cost basis.
- Review the plan. Explain in your own words whether it covers spending and what the first shortfall means.
- Click Get started before saving. Confirm you are asked to keep your work. Choose Cancel or return to your plan, and check the values are still there.
- Save a named plan, refresh, then reopen it. Export Excel and import it to check the backup workflow.
- Try Inputs and Results on a phone, then edit an assumption. Check that controls, help text and navigation remain usable.
What to report
Send the person who invited you the page or section, device and browser, steps you took, what you expected and what actually happened. A screenshot with personal information removed is helpful.
Also tell them: Where did you hesitate? Which wording was confusing? Could you tell where your plan was saved? Did the result answer your original question?
This page does not collect or submit feedback. A dedicated public contact channel is still being set up.