Model your retirement with precision. Forecast your portfolio, track home equity, compare strategies, and know exactly when you'll reach financial freedom.
Portfolio
$2.8M
Net Worth
$3.2M
Retirement Age
54
Everything you need
Every feature is designed around one goal — giving you accurate, actionable numbers for your path to financial independence.
Model your portfolio growth using the future value of an annuity formula. Supports monthly, quarterly, and annual contributions — compounded correctly for each frequency.
Set your annual expenses and withdrawal rate. WealthAssist calculates your exact retirement target and tracks your yearly progress as a percentage in every projection row.
Save unlimited financial scenarios. Mark one as your default so it loads automatically on login. Edit assumptions anytime and save changes back to each scenario.
Factor in your mortgage using standard amortization. Model property appreciation over time and include your growing home equity in your net worth projections.
Select any two saved scenarios and compare them side by side. View summary stats, dual charts, and editable inputs — all on one page. No tab switching needed.
Clean, distraction-free interface designed for high-saving individuals who want accurate numbers — not optimistic guesses. No noise, no fluff.
“The best time to start planning for financial independence was yesterday. The second best time is right now — with the right numbers.”
Start with a realistic model. Adjust as life changes.
How it works
Add your current portfolio value, monthly contributions, expected return, and retirement expenses. Home equity is optional — include it if you own property.
WealthAssist calculates your year-by-year growth using mathematically correct compounding, mortgage amortization, and property appreciation — not simplified estimates.
Name and save your projection. Create variations — aggressive savings, conservative returns, different retirement ages. Compare any two side by side.
Join other high-saving individuals who are using WealthAssist to model their path to financial independence.
Accurate math. No guesswork. No noise.