Financial Fate is extremely powerful and unlike any other personal financial planning software available in the marketplace today. Key features include:

Cash Flow Driven – Financial outcomes and projections are based exclusively on the cash flow streams associated with life events and activities so the results are extremely realistic.

Fully Verifiable – For every financial scenario (your unique set of information), Financial Fate generates detailed reports with a year by year depiction of income, expenses, taxes, assets, liabilities, and net worth. You do not have to rely on numbers without seeing the line-item-detail, or be limited to just hearing that you will “be okay” financially during retirement. Financial Fate will allow you to have complete visibility into exactly what is happening on an annual basis between today and any point in time in the future.

Fully Automated “What if?” Tool – Financial Fate adjusts and recalculates all reports with every change in your personal inputs or assumptions. You can look at various “what if?” possibilities by comparing financial projection results between your current situation versus various alternatives. For example, if you are considering early retirement, you can change the year of your retirement and Financial Fate will automatically make all necessary adjustments to your social security and pension benefits, investment strategy, taxes, etc. A simple click of a button will empower you to know the impact of every decision in real time.