Income Pivot Planner

Build a first-pass map of income sources against essential, basic, and optional spending.

What this tool will do

Estimate baseline stability and reveal major gap drivers.

  • Map fixed, employment, and market-linked sources
  • Align sources to spending layers
  • Produce advisor-ready summary output

Current status

This route is active as a functional placeholder while interaction modules are finalized.

  • Core flow and copy structure in progress
  • Formula details being validated
  • Expanded scenarios rolling out next
Educational planning content only. Not individualized investment, tax, or legal advice.