Free calculators and plain-English guidance for Triangle families — from life insurance and debt payoff to retirement and emergency savings.
Start with the calculators most likely to help right away, then open the full toolbox if you want to go deeper.
Compare term life options and find the right coverage for your family's needs.
Calculate NowSee how fast you can pay off debt using snowball vs. avalanche strategies.
Calculate NowFind out how much you should have saved for life's unexpected moments.
Calculate NowBuilt by a local advisor for real families, not Wall Street.
No hidden fees, no subscriptions, no surprise sales calls.
Your data stays in your browser. Nothing stored or shared.
Works perfectly on your phone, tablet, or computer.
Based on actual market rates and financial data.
Designed for families in Raleigh, Durham, and Chapel Hill.
Learn while you calculate. No jargon, just clear answers.
Money talk like a friend over coffee. No jargon, no judgment.
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I've spent 3+ years in the financial industry, but at my core I'm just a guy from a middle-class home. For a long time, I assumed "financial planning" was a luxury for the 1%.
What I've learned is that the industry is built to feel that way. The jargon and barriers make regular families feel like they don't belong in the conversation.
I built these tools to change that. Same data the pros use, minus the gatekeeping. You shouldn't need a finance degree to see if you're on track.