Master Financial Plan — Demo

Sample plan · numbers are illustrative, not yours

Educational content only. Not investment, tax, or legal advice. Past results do not predict future returns.

Sample data — your actual plan stays encrypted, private, and deletable.

You're looking at a sample plan.

Federal civilian household, married, two kids, retiring in 24 years. Charts and Monte Carlo are real — they recompute the way they would for your numbers. Sign in to swap in your own income, expenses, Social Security estimate, FERS / TSP / military pension, and dynasty strategy.

Final Net Worth · 2076

$19.59M

At Retirement

$3.10M

Monte Carlo success

100%

Lifetime Taxes

$3.30M

Net Worth Trajectory

Total household wealth over time, including all investment buckets, home equity, and business value.

Confidence cone — 1,000 simulations

Success 100.0%

Each path samples annual returns from a log-normal distribution (mean 7.0%, σ 12%) and applies them to your year-by-year cash-flow schedule. The bands show where 1000 simulations actually landed — outer band covers 80% of paths (p10–p90), inner band covers the middle 50% (p25–p75), the line is the median.

p10 final

$6.85M

Median final

$14.48M

p90 final

$36.30M

Median fail year

no failures

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