Model the goals that matter
ProjectionLab helps you map out goals and life choices for your clients in a visual and intuitive way that encourages experimentation.
Define the milestones your clients care about
Plan for financial independence and other goals
Analyze their chance of success
Reduce anxiety and make financial planning fun
Build plans you can believe in
Help your clients see and understand the spectrum of possible outcomes and battle-test their plans using historical data or custom Monte Carlo simulations.
Drill into each simulated year in detail
Experiment with investment strategies and account types
Try different contribution orders and drawdown options
Build a better understanding of the decision space
Explore tax analytics
Review advanced visualizations of estimated taxes and income for each simulated year that will leave your clients feeling calm, collected, and prepared.
Understand projected income and taxes
Break down marginal rates and effective brackets
Visualize how extra income would be taxed
Test strategies like Roth Conversions and 72t (SEPP)
Refine plans together
Each client gets full access to ProjectionLab, and you can seamlessly switch between the Pro Dashboard and your client accounts to help build new plans, update progress, and assist your clients as they weigh important decisions such as:
When could my spouse start working part-time?
Should we rent or buy?
In what order should we draw down our investments?
How much can we contribute for our kids' college?
New to ProjectionLab?
Check out these links and resources
Newsletter
Subscribe for email updates, news, and announcements.
Designed for Everyone
What People are Saying
Samantha S.
Nonprofit Communications Director
ProjectionLab is an important part of my financial toolkit that helps me understand where I'm at and where I want to go.
While there is a lot in life outside my control, ProjectionLab helps me make informed decisions that bring me closer to financial freedom. The level of detail and variety of variables is impressive and fun for those of us who really like to dig into the numbers.
While there is a lot in life outside my control, ProjectionLab helps me make informed decisions that bring me closer to financial freedom. The level of detail and variety of variables is impressive and fun for those of us who really like to dig into the numbers.
Jackie Scholl
ProjectionLab has empowered me to plan my future! I can write down how much I expect to earn and spend, and what big purchases and moves I expect to make in the future, and then ProjectionLab allows me to play with hundreds of possible futures to answer critical questions like "when should I retire?" and "how much will it cost to move to a higher-tax state?"
Tip: multi-condition milestones are great for creating complex decision trees to represent how you would react to different market conditions.
Tip: multi-condition milestones are great for creating complex decision trees to represent how you would react to different market conditions.
Aug 20, 2022
James Tribbitt
Financial Coach
ProjectionLab is the perfect tool for both beginners and advanced users who want to see the big picture of their future finances. It's so intuitive and quick to set up!
Aaron N.
Financial Analyst
This was a game-changer for me. Ever since I started using ProjectionLab, I have been more focused on saving money, investing, and paying down debt.
Retiring early is finally looking realistic for me.
Retiring early is finally looking realistic for me.
Jack
VP of Operations
I'm a huge fan of ProjectionLab and it's become the tool I regularly use to plan, test, and visualize my financial plan.
I love that I don't need to connect any financial accounts and how easy it is to jump in and get started modeling out various scenarios. The slick, fast and modern interface has increased my confidence in being able to plan and forecast better over the long term.
I love that I don't need to connect any financial accounts and how easy it is to jump in and get started modeling out various scenarios. The slick, fast and modern interface has increased my confidence in being able to plan and forecast better over the long term.
Danish
Brooklyn, NY
I work in the industry and absolutely love the fact that ProjectionLab doesn't ask to link accounts!
Ashley Antkowiak
Entrepreneur and investor
I've used projection lab for about a year and absolutely love it. It makes me feel completely in control of not just my day-to-day finances, but also retirement, large purchases, and things like figuring out whether I'm saving too much vs investing, etc.
The cash flow priorities module is my favorite thing, and such a powerful tool! I've used it many times to play with the consequence of paying off debt early vs investing more, spending vs saving leftover income and so much more.
Thank you for creating this incredible program! I hope to use it for years to come.
The cash flow priorities module is my favorite thing, and such a powerful tool! I've used it many times to play with the consequence of paying off debt early vs investing more, spending vs saving leftover income and so much more.
Thank you for creating this incredible program! I hope to use it for years to come.
March 30, 2023
Ankush
Software Engineer
ProjectionLab has helped me reduce my anxiety around my finances! I love how it helps me evaluate multiple scenarios, so I can more confidently make decisions like buying vs renting or working a more demanding job vs one with a better work/life balance.
Hugues
Data Scientist
ProjectionLab is the tool to finally take control over my financial life. It's given me the ability to think long term and play out different scenarios of how my financial life could unfold.
Marcel
Software Engineer
ProjectionLab is the most advanced and full featured financial simulation tool I've ever used. It's changed the way I visualize and plan for Financial Independence.
Shafqat A.
Entrepeneur, San Francisco
I'm fortunate enough to be considering early retirement. ProjectionLab is the only product that allows me to quickly model all my financial goals - like taking care of my parents, giving to charity, and preparing for a family.
It doesn't just tell me when I'll run out of money- it helps me visualize what different retirement dates and lifestyles look like over the next 60 years. It's beautiful, practical and extremely well designed.
I've been waiting for a tool like this for years!
It doesn't just tell me when I'll run out of money- it helps me visualize what different retirement dates and lifestyles look like over the next 60 years. It's beautiful, practical and extremely well designed.
I've been waiting for a tool like this for years!
Nathan B.
Engineer
ProjectionLab helped me model my multi-phase retirement plan with multiple sources of income. The level of detail possible with ProjectionLab is unmatched by other tools. I'm more confident in my plan because of ProjectionLab!
Disclaimer: The content, tools, and resources on ProjectionLab.com are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. ProjectionLab makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on ProjectionLab are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on ProjectionLab current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on ProjectionLab are provided without any guarantees or warranties of any kind.