Free Financial Tools
Calculators and assessments to help you understand your finances. No signup required.
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Open Planning tools
Planning
Planning tools
Family governance prompts and constitution planning support.
Open Cash Flow Index Calculator
Cash Flow
New2 min
Cash Flow Index Calculator
Compare debts by how much monthly cash they lock up and rank payoff order.
Open S-Corp Reasonable Salary Calculator
Tax
New3 min
S-Corp Reasonable Salary Calculator
Find a defensible salary range and pressure-test payroll tax risk.
Open S-Corp Tax Savings Calculator
Tax
New3 min
S-Corp Tax Savings Calculator
Estimate payroll-tax savings from an S-Corp salary split.
Open LLC vs S-Corp Tax Calculator
Tax
New4 min
LLC vs S-Corp Tax Calculator
Compare payroll tax differences before you file Form 2553.
Open S-Corp Election Deadline Checker
Tax
New2 min
S-Corp Election Deadline Checker
Calculate the IRS 2-month 15-day deadline for elections.
Open QBI Deduction Calculator
Tax
New4 min
QBI Deduction Calculator
Estimate your QBI deduction using 2026 thresholds.
Open Estimated Tax Safe Harbor Calculator
Tax
New2 min
Estimated Tax Safe Harbor Calculator
Calculate the minimum quarterly payments to reduce penalty risk.
Open Family Constitution Starter
Planning
New10 min
Family Constitution Starter
Create a premium Family Constitution preview and unlock your full Family Office Blueprint.
Open Family Office Blueprint
Blueprint
Preview
Family Office Blueprint
Preview the operating system that turns family values into governance, strategy, and execution.
Open Year-End Tax Projection Signal Report
Tax
NewYear-end
Year-End Tax Projection Signal Report
One-page signal report to highlight what is worth reviewing before Dec 31 and Jan 15 deadlines.
Open Estimated Tax Catch-Up Calculator
Tax
New2 min
Estimated Tax Catch-Up Calculator
Check if your quarterly estimated payment needs attention before the deadline.
Open Property Tax Appeal Calculator
Tax
1 min
Property Tax Appeal Calculator
See if your home is over-assessed and estimate potential annual savings from a successful appeal.
Go deeper with these core features
Tax Optimization
Review returns, run S‑corp salary analysis, and prep smarter CPA conversations.Explore tax tools
Family Wealth
Build governance and legacy documents that keep decisions aligned.Explore governance tools
Vault
Store, classify, and share critical documents with confidence.Explore the vault
Strategy guides to go with the tools
S-corp Reasonable Compensation
A clean framework for defensible salary ranges.Read the guide
Estate Plan Review Checklist
A fast way to find gaps before you meet your attorney.Read the checklist
Family Constitution Guide
Align values, roles, and decision rules in one place.Read the guide
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