This is the same tool we use with real clients to spot gaps, calculate freedom numbers, and build wealth plans.
You’ll leave knowing where your money’s going — and how to make it work harder.
See how much money is slipping through the cracks
Identify if you're in a surplus or silent deficit
Find out if your money is tax-friendly or a ticking time bomb
Uncover how much you actually need saved to reach financial freedom
Create a strategy that builds wealth — without earning more first
You’re making decent money but still feel behind
You don’t know how much you need to retire or become free
You want a better way to track your real progress
You’ve never been shown how to build a plan with what you have
You’re tired of guessing and want clarity on your next steps


What Makes This Strategy Different
Shows your true surplus or deficit — not just your income
Calculates how far you are from your freedom number
Reveals if your money is growing, stagnant, or shrinking
Built to help you take action, not just understand
Gives you an actual goal — and a strategy path to reach it
This tool was custom-built for client use — now it’s public.
Use it while it’s still free. We can only offer a limited number of free reviews per week.
Q: Is this like a budgeting app?
No — this goes further. It shows your silent surplus or deficit, calculates your wealth potential, and gives you a path forward.
Q: Is my information stored or shared when I use the calculator?
A: No. Your inputs are completely private and secure. We don’t store, access, or share your data. The calculator runs locally in your browser — only you see the results.
Q: How do I know the numbers are accurate?
This tool was built by licensed strategists and used in real financial consultations every week.
Q: What happens after I use the calculator?
You’ll see your results — then you’ll have the option to book a call to go over your numbers or build a custom strategy.
Q: What’s the catch?
No catch. You get to use a premium internal tool for free. If you want expert help based on your results, you can book — if not, that’s fine too.
West Palm Beach, Florida
(561) 785-5101
For verification, you can visit the official Florida Department of Financial Services site at https://licenseesearch.fldfs.com/.
Licensed in FL, CT, MO, TX, OH, SC, IN, CA. While licenses vary by state, our services are not limited to specific locations, as we work with a nationwide team of experienced professionals to meet your needs wherever you are.