Is this financial advice?
No. The planner is an educational software product. It shows projections, assumptions, and tradeoffs without providing fiduciary advice.
Transition Wealth Planner | FAQ
Plain answers about Transition Wealth Planner
The scope is intentionally narrow so the product can launch fast and stay credible.
Who is the first release for?
Military households within roughly five years of retirement that want a self-serve planning workflow instead of an advisor-led process.
Can I save my scenarios?
The paid member product is designed around saved household data, scenario runs, and historical comparison.
Does the free tool require an account?
No. The free dashboard is meant to be a public acquisition surface with simplified output.