Financial Assessment

Answer 10 questions for a financial assessment of your position compared to national averages for others with your demographics. Identify your Wealth Position on the Financial Life Cycle and compare it with your Age Position. Identify gaps so you can begin to close them. You can’t control what you don’t count. You can’t manage what you don’t measure.

Financial Planning

A constantly updated financial plan to double your net worth every 5 years in the accumulation stages or to convert it to income during the conservation and distribution stages. The focus is on action and tracking progress. You will always have 3 next steps in front of you. As you complete one step, your three next steps will be updated.

Two-Minute Spending Plan

Use our tool to create a spending plan (budget) in two minutes using Federal Reserve data for households that match your demographics. Enter and compare your actual expenses to the average. Create multiple scenarios until the numbers balance in the way you desire. After you’ve balanced your spending plan, join the One Percent Club. Establish an initial savings rate and then increase it by 1% per year until you reach your target or a minimum of 10%.

Retirement Income Planning

Access to Dimensional Retirement Income Calculator to assess the income should you expect your retirement savings to generate once you stop working.