Financial Planning Made Simple
Empower your journey to financial independence.
Gain control over your finances with precision planning, real-time tracking, and insightful analytics. ReachFI, a user-friendly tool, provides everything you need to optimize your financial strategy and reach your goals faster.
Plan
Map out your immediate and long-term spending precisely, ensuring your expenses are thoughtfully planned. Plan every minor detail, from your travel budget to your long-term health care budget
Track
Monitor your expenses closely to fast-track your journey toward financial independence. Track your minor coffee shop expenses or central housing budget to see how they impact your future net worth.
Analyze
Gain in-depth insights into your financial health with detailed reports and analytics. Track your net worth, analyze your investment performance, and adjust your strategy based on comprehensive data.
Explore
Explore and visualize your earning potential by adjusting income dates and percentage of income increases. With actionable insights tailored to your income potential, make the most of your earnings.
Discover
Uncover savings opportunities, visualize investment growth, and chart a clear path to your financial future.
Educate
Empower yourself through hands-on experience to explore various financial scenarios and educate yourself on their outcomes.
The tools and calculators you need to reach financial freedom.
With expense tracking, income projections, scenario planning, and reporting, you have everything you need to reach financial independence.
Refine your expenses and optimize your budget to align with your financial independence goals, enabling you to achieve FIRE efficiently. This process helps you identify the savings strategy needed to meet your long-term objectives.
Simplify your financial planning.
Because adding complexity won't help you reach your financial goals more effectively.
Cash Flow Visualizations
Gain clarity with real-time visualizations of your cash flow.
Dynamic cash flow charts help you understand your financial landscape at a glance.
Investment and Net Worth Visualizations
Get a comprehensive view of your financial health with detailed graphs of investments and net worth.
Visualize your liquid assets and track your net worth with ease. Our detailed graphs offer insights into your financial progress, helping you make more informed investment decisions.
Tax Projections
Stay prepared with tax projections for better financial planning.
Understanding potential tax liabilities is key to effective financial management. Our tax projections provide you with a clear forecast, so you can plan ahead and optimize your financial strategy.
Gain clarity with real-time visualizations of your cash flow.
Dynamic cash flow charts help you understand your financial landscape at a glance.
Get a comprehensive view of your financial health with detailed graphs of investments and net worth.
Visualize your liquid assets and track your net worth with ease. Our detailed graphs offer insights into your financial progress, helping you make more informed investment decisions.
Stay prepared with tax projections for better financial planning.
Understanding potential tax liabilities is key to effective financial management. Our tax projections provide you with a clear forecast, so you can plan ahead and optimize your financial strategy.
A better way to plan your finances
ReachFI guides you through every step, from budgeting to investing, helping you make smarter financial decisions effortlessly.
Comprehensive Financial Projections
See your entire financial picture at a glance. Our intuitive dashboard summarizes your net worth, investment balance, and withdrawal projections in one place.
Tax Projections
- Explore detailed tax projections with ReachFI, including federal, state, and capital gains taxes. Understand the impact of different income levels, withdrawals, and investment strategies on your tax liabilities, helping you make informed decisions to optimize your financial future.
Net worth Projections
- Wondering where you will stand in 5 or 10 years? ReachFI provides detailed projections for your net worth and investment growth over time. Understand the impact of different rates of return and plan accordingly.
Expense Projections
- Not sure how much you can spend without compromising your future? Experiment with different expense scenarios to see how they affect your retirement funds. Find the perfect balance to sustain your lifestyle while ensuring your assets last.
Stay Informed with Year-by-Year Projections
ReachFI provides year-by-year projections across all key financial metrics, including income, expenses, net worth, and cash flow. Easily visualize your financial future with detailed forecasts, allowing you to adjust your strategy as needed to stay on track towards your financial goals. Whether planning for retirement, managing your investments, or budgeting for life changes, ReachFI gives you a clear, comprehensive view of your financial journey.
Withdrawal rates
- Explore different withdrawal rates (4%, 3.5%, or 3%) on your liquid assets and see the potential yields over time. Understand how your decisions today affect your financial security tomorrow, and plan your future withdrawals with confidence.
CashFlow Projections
- Analyze your cash flow projections with ReachFI to see how your income, expenses, and investments may change over time. By modeling different scenarios, such as variations in income, spending habits, or market fluctuations, ReachFI provides a clear picture of your financial future, helping you maintain a stable and sustainable cash flow.
