The most sophisticated financial planning tool designed for high earners. Optimize your 401k, plan for FIRE, and make smarter health insurance decisions.
Powerful tools that work together to give you complete visibility into your financial future.
Precise federal and state tax calculations with support for complex scenarios including RSUs, ESPP, and deductions.
Project your path to financial independence with detailed wealth projections and savings rate analysis.
Compare your employer health plans with realistic usage scenarios to find the most cost-effective option.
Whether you're optimizing stock compensation, planning for early retirement, or simply trying to keep more of what you earn, WealthOptimizer gives you the insights you need.
Optimize your 401k match, mega backdoor Roth, and investment allocations.
Minimize your tax burden with intelligent planning strategies.
Get personalized recommendations based on your unique situation.
Start with our free tax calculator and discover how much you could be saving.
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