These are real, working models -- not screenshots. Every slider updates the math instantly. This is what your clients experience when you use a custom WealthModels tool in a meeting.
Every model is delivered as a single HTML file -- no subscription, no dependencies, no software to manage. Open it in a browser and it works.
Tell me the planning question you keep explaining over and over -- retirement gap, Roth timing, income projections, margin strategies. Any scenario works.
You get a clean, interactive tool with your assumptions and math you can verify. Typical turnaround is a few days.
Open it in any browser, hand the client the slider, and watch the conversation shift from explaining to deciding. No glaze-overs. No follow-up PDFs.
Money markets are still yielding 4%+. A lot of client cash is sitting on the sidelines. This model shows the real cost of waiting.
When to claim is one of the most consequential decisions in retirement planning. This shows the lifetime income difference across claiming ages.
An income ETF position bought partly on margin -- distributions, interest cost, margin call risk, and net return across every price scenario.
| Price change | Distributions | Price change ($) | Interest | Net P&L | On cash |
|---|
Simplified 1-year illustration. Total return equals distribution plus price change. Distributions treated as cash received; margin debt assumed constant. Inputs are user-entered assumptions, not forecasts.
How sequence of returns reshapes a withdrawal portfolio -- same average return, three very different outcomes depending on when the crash arrives.
All three scenarios share the same arithmetic average annual return. Sequence of returns risk refers to the impact of the order of returns on a withdrawal portfolio; unlike an accumulation portfolio, the order of gains and losses matters significantly once withdrawals begin. Simplified illustration; not investment advice.
The S&P 500 is now roughly 32% Mag7. A "diversified" portfolio may be far more AI-exposed than it appears. This shows the true concentration and what a correction does.
Effect of an AI/Mag7 selloff on the total portfolio. Index fund AI exposure estimated at 32% of index allocation.
| AI correction | Portfolio hit ($) | Portfolio hit (%) | Remaining value |
|---|
Simplified illustration. Mag7 weight in S&P 500 approximated at 32% as of May 2026. Actual concentration varies by fund and date. Not investment advice.
Pick the planning question you explain over and over -- the one where clients nod but don't really get it. I'll turn it into a working interactive tool, no charge and no commitment. If it earns a place in your meetings, we talk about the rest.
The intake form works great for most scenarios. But some builds need a real conversation first -- multi-account tax optimization, custom data feeds, white-label tools for a larger practice, or models that need to plug into your existing tech stack.
Skip the form -- email me directly and we can figure out scope, timing, and pricing together.
For complex or multi-model engagements, skip the form. Reach out directly and describe what you're trying to build -- I'll respond within a business day with an honest read on whether I can help and what it would take.
Typical response time is same day or next morning. If you have a deadline, say so -- I'll let you know right away if I can make it work.