AV Life Planner

see your net worth today and how it evolves on any future date

pinpoint when your net worth will exceed $N

know when you can retire with confidence

assess the feasibility of milestones like buying a second home or funding major investments

know when your passive income will surpass $N

track your inflation-adjusted buying power over time to protect long-term wealth

easily explore what-if scenarios rates of return per asset class change over time

easily explore what-if scenarios by adjusting allocations per asset class over time

easily explore what-if scenarios by adjusting allocations per sector (e.g. technology, healthcare) over time

easily explore what-if scenarios by adjusting allocations by geography (e.g. North America, Asia) over time

easily explore what-if scenarios by adjusting allocations by risk profile

define your own attributes and easily explore what-if scenarios with levers that adjust each attribute

instantly see the effects of reallocating, or shifting towards a more risk-averse or aggressive market posture

anticipate upcoming tax obligations and ensure liquidity for commitments

user attributes that enable you to filter and create views that match your unique financial goals

built on assumptions that you control with levers

Life Planner's models update automatically with new financial data to highlight what matters most to you

Life Planner can start with your real portfolio — not generic assumptions — so you get a true picture of where you're headed

see how small adjustments today reshape your future

see the probabilities, the risks, and the possibilities so you attain your best financial future