Preparing

Bring your documents and financial picture together.

Enter a financial picture and explore a scenario. No document upload is required; your entries remain labeled as assumptions.

Your manual scenarios are separate from reviewed document figures. A report does not become verified just because you download it.

Questions and practical steps

Your assumptions. Clear arithmetic.

Explore an allocation of assets and debts.

See the budget effect of an amount you enter.

Compare your own payment assumptions.

Put the whole picture side by side.