Built for smarter financial decisions
Turn your financial life into a clear next move.
FInsight analyzes income, assets, debt, expenses, risk tolerance, time horizon, and adjustable model assumptions to generate a financial recommendation with sensitivity and Monte Carlo outputs.
Current model
Present value logic, risk testing, and goal-based decision rules.
PV
Income + debt
Risk
User profile
Goal
Decision rules
Step 1 of 7
FInsight Flow
Goal
What is your main goal?
This now drives a goal-specific model that changes the dashboard, score, and recommendation.
Housing Model Inputs
These inputs help calculate affordability, monthly ownership costs, and rent-versus-buy NPV.
How many years you expect to own the home before selling or moving.