Before we manage anything,
we map everything.
The Income Planner is a discovery tool built for our own practice and made available to everyone. In about ten minutes it produces a single coherent picture of your income, assets, obligations, and intentions, the same picture every WFG engagement begins from.
Four steps. One clear picture.
-
01
Map your income
Salary, bonus, Social Security, pensions, distributions, rental, royalty. The tool estimates your 2025 federal tax automatically from your salary and filing status, and lets you edit it.
-
02
Enter monthly expenses
Housing, transportation, healthcare, lifestyle, savings contributions. Monthly figures are annualized automatically so the dashboard always reflects annual totals.
-
03
Add assets and liabilities
Investment accounts, retirement plans, real estate, business interests, outstanding debts. The Maryland SDAT lookup helps you find your property's assessed value.
-
04
See your dashboard
A complete financial overview including net worth, cash flow, income and expense breakdowns, and your savings rate. Download it or share it with us to start a conversation.
Start the planner.
Your inputs stay in your browser. Nothing is shared with us unless you choose to at the end.
Your financial overview.
Below is a complete picture of your income, expenses, assets, and net worth, drawn from the figures you entered. The summary cards highlight the key totals. The charts and panels below break down where your money comes from, where it goes, and what you have built so far.
Take it from here, or take it further with us.
A snapshot is a start. Let's build the rest together.
The planner gives you the picture in five minutes. The conversation gives you the plan.