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Buy once, own it foreverEvery product is an instant digital download — a single self‑contained file you keep. One‑time purchase with secure checkout by Stripe. No subscription, no account.
Not sure yet? Try the interactive demo first → — the real planner with a sample plan, right in your browser.
The complete AI Retirement Income Planner.
Instant download · Runs in your browser
The full planner and the companion Roth Conversion Optimizer.
Most popular · Best overall value
A step‑by‑step tool to minimise your lifetime tax burden.
Also included in the bundle above
A private, online, screen-share hour where I walk you through the planner and the concepts behind it, so you can build a plan with confidence. Educational instruction only — not financial advice.
A guided walkthrough — ideal if you already own the planner.
Not financial advice · Learn more
The session plus Planner v7 and the Roth Optimizer, added at a discount.
Software + session · Learn more
Full details, what's covered and the booking terms are on the 1-on-1 Sessions page.
The AI co‑pilot is optional and runs on your own Anthropic API key (a few cents per use) — every other capability works without one. Checkout is handled securely by Stripe; any applicable tax is shown before you pay.
Your secure download page opens the moment you pay — no waiting, no shipping.
One‑time purchase. No subscription and nothing to renew.
Runs locally; your data never leaves your computer.
Export to PDF or JSON to back up, share, or move forward.
Not sure which is right for you? Contact us →
