Your path to financial freedom
Plan your retirement with confidence. FinPath turns your savings, income, and goals into clear charts, stress tests, and timelines you can actually understand.
FinPath helps you chart your course to financial freedom by turning complex retirement math into a simple, visual plan you can update anytime.
Whether you’re planning an early retirement, funding college for your kids, or just making sure you don’t outlive your savings, FinPath lets you see how everything fits together—year by year.
What FinPath can do:
Plan your retirement timeline
Enter your current age, target retirement age, and how long you want your plan to run.
Model your accounts in one place
Taxable brokerage accounts
Retirement accounts (401(k), IRA, etc.)
Cash savings
Business sale installments, pension, Social Security, and optional work income
Capture real-life spending patterns
Use multiple lifestyle phases (Active, Early Retirement, Relaxed) so your plan can reflect higher spending in early years and lower expenses later in life.
Include college costs
Add per-child college expenses and the years they’ll be in school so you can see the impact on your long-term plan.
Run stress tests
Adjust investment returns, inflation, and market shocks to see how your plan holds up under tougher conditions.
Visual charts and tables
View clear charts of your portfolio over time, plus a year-by-year table showing balances under both base and stress scenarios.
Export and share
Export your plan as CSV (for Excel/Numbers) or as a PDF summary to review with a spouse, advisor, or planner.
Smart defaults & explanations
Each input includes a short description so you always know what you’re changing and why it matters.
Light & dark mode friendly
Thoughtful design that looks great in both light and dark themes.
How it works
Enter your ages, account balances, and expected rates of return.
Add lifestyle spending, college costs, and retirement income sources.
Set stress-test assumptions (lower returns, higher inflation, etc.).
Tap Run Projection to see how your savings may evolve each year.
Adjust inputs and re-run as often as you like until the plan feels right.
FinPath doesn’t tell you what to invest in—it helps you understand the long-term impact of the choices you’re already making.
Important notice
FinPath is a planning tool only. It does not provide financial, investment, tax, or legal advice, and it does not guarantee any outcome or rate of return. All results are estimates based on the numbers you enter. Please consult a qualified professional before making financial decisions.
Subscription Information
FinPath Pro
• Subscription Length: Monthly
• Price: Shown in-app and varies by region
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