Wealth TechNavigator

Financial Planning

Comprehensive Planning, Tax Planning, Retirement Planning, Estate Planning, Social Security Analysis, Retirement Income / Distribution, AI / Advanced Planning, Legacy Tools, Equity Compensation, Medicare & Health Care, Planned Giving, Caregiving & Special Needs, Business Valuation.

Layer 2 · Capability clusters

13 capabilities

Comprehensive Planning

AI Scenario Co-Pilot

Deep cash-flow, goals-based modeling, and scenario analysis.

Tax Planning

LLM 1040 Extraction

Deep analysis of 1040s, Roth conversions, and tax-smart distributions.

Retirement Planning

Generative Withdrawal Plans

Specialized tools for decumulation, withdrawal strategy, and Social Security optimization.

Estate Planning

AI Document Summarization

Tools for summarizing legal documents, modeling wealth transfer, and facilitate digital doc prep.

Social Security Analysis

ML Claiming Optimization

Optimization engines for claiming strategies to maximize lifetime benefits.

Retirement Income / Distribution

AI Spending Guardrails

Dynamic spending guardrails and tax-efficient withdrawal sequencing.

AI / Advanced Planning

Autonomous Plan Drafting

Document reading and automated plan synthesis using Large Language Models.

Legacy Tools

AI Retrofit Layer

Long-standing, server-based or older-gen planning software.

Equity Compensation

AI RSU Tax Triggers

Visualizing and modeling ISOs, NSOs, and RSU vesting/tax triggers.

Medicare & Health Care

AI Plan Selection

Advisor tools for modeling lifetime healthcare costs and Medicare plan selection.

Planned Giving

AI Charitable Strategy

Tools for charitable giving, DAF management, and philanthropic strategy.

Caregiving & Special Needs

AI Elder-Care Coordination

Planning for dependents with disabilities or aging parents (Elder Care).

Business Valuation

ML Comparable Pricing

Estimating the fair market value of private businesses for owner-clients and exit planning scenarios.