Branch without overwriting
Alternatives stay separate from the current approved plan.
Ask what changes before life changes
Every what-if becomes an explainable plan diff.
Platform / 053 essential sections
Reviewed July 22, 2026
Reviewed July 22, 2026
Compare career breaks, children, moves, homes, health events, windfalls, market regimes, and retirement dates against the same baseline—and see precisely why the answer moved.
Movement is attributed
Each result shows which assumption or event changed the answer.
History is reversible
Material versions can be compared, shared, and restored.
01
Branch the plan
Create alternatives without overwriting the current plan. Each scenario preserves its assumptions, timing, funding path, and risk profile.
02
Attribute every movement
A result can explain that childcare moved retirement later, a refinance recovered time, or a career break reduced near-term liquidity.
03
Keep history and roll back
Material model changes are versioned so users can compare, restore, and share the reasoning behind a decision.
Make the plan yours