Free Tools

Run the numbers
on your situation.

Five free calculators built for business owners and self-employed professionals. No email required to use any of them.

Assessments
Start here if you're not sure where you stand.

These scored assessments give you a personalized picture of your situation — not just a number, but specific gaps and what to do about them.

Assessment • Business Owners
Is Your Business Working For You?
7 questions that reveal whether your business success is translating into personal wealth — or staying trapped in the business. Tax gaps, retirement gaps, entity structure, and more.
Take the Assessment →
Assessment • All Audiences
Retirement Readiness Score
Enter your savings, contributions, and goals to get an instant readiness score. See how much you'll have, how much you'll need, and what the gap looks like today.
Get My Score →
Calculators
Run the specific numbers on your situation.

These number-crunchers are built around the most common financial decisions business owners and self-employed professionals face.

Calculator • Self-Employed
Solo 401(k) vs. SEP-IRA
Compare contribution limits and tax savings side by side. Handles both sole proprietors and S-Corp owners. Shows exactly which plan puts more in your pocket at your income level.
Open Calculator →
Calculator • All Audiences
Roth Conversion Analyzer
Model your conversion amount against current and future tax brackets. Year-by-year table shows exactly when the Roth overtakes the traditional account — and by how much.
Open Calculator →
Calculator • Business Owners
Tax Savings Estimator
Model the combined impact of an S-Corp election, maximized retirement contributions, and QBI optimization on your actual tax bill. Before and after, side by side.
Open Calculator →
Personal Finance
Decisions that affect your personal balance sheet.

These calculators help with the financial decisions that sit at the intersection of your business success and personal life.

Calculator • All Audiences
How Much House Can I Afford?
Based on the 28/36 rule, your income, debts, down payment, taxes, and insurance. Shows monthly payment breakdown and DTI.
Open Calculator →
Calculator • All Audiences
Pay Off Debt vs. Invest
Model both scenarios side by side with a 10-year wealth comparison. Accounts for tax-deductible interest and effective cost of debt.
Open Calculator →

Numbers are just the start.

A calculator shows you the opportunity. A free 30-minute call shows you whether it applies to your specific situation — and what to actually do about it.

Schedule a Free Call → All Resources
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