RIA Version
Will Your Client Run Out of Money?
A precision retirement depletion forecast your client understands in 60 seconds.
- Exact year assets are exhausted
- Clear visual depletion chart
- Instantly stress-test assumptions
One Chart. One Answer.
Depletion age
0
Portfolio
$0
Spending
$0
Most Plans Show Growth. Few Show Failure.
Traditional planning tools emphasize accumulation. Clients do not ask, "Will I grow wealth?" They ask, "Will I run out?" FinCast answers that-clearly, visually, immediately.
- Designed for advisor-client clarity in under 60 seconds
- Fast enough for live conversations
- Focused on depletion timing, not complexity
One Chart. One Answer.
Depletion line, zero-crossing marker, and a timeline simple enough for any client conversation.
Year-by-year cash flow modeling
Income, spending, inflation integrated
Simple enough for client conversation
From Input to Insight in Minutes
Enter client assumptions
Run forecast instantly
Review depletion timeline
Adjust variables live with client
Built for live client conversations—not back-office analysis.
This Is Not Another Planning Tool
- Not Monte Carlo complexity (v1 positioning)
- Not 50-page reports
- Not probability confusion
Instead:
- Direct answer
- Visual clarity
- Faster client decisions
Where FinCast Wins
- Retirement readiness validation
- Spending adjustments
- "Can I retire now?" conversations
- One-time advisory engagements
- Second-opinion analysis
Simple, Scalable Pricing
Core Option
$1,000 for 50 forecasts
($20 per forecast)
Typical advisor revenue per client: $5,000-$20,000. FinCast cost is negligible vs insight delivered.
Run It Yourself
No training. No onboarding. Just clarity.
FinCast provides scenario-based financial analysis for planning purposes only. Results are based on assumptions and are not guaranteed. This tool is intended to support, not replace, professional financial advice.