Life Event Planners

Multi-step guided tools for major financial transitions

View All Life Events →
About

Life Event Financial Planners

Major life transitions come with complex financial decisions. These guided planning tools help you model scenarios, understand trade-offs, and build personalized action plans.

Available Planners

Career Change & Job Loss Planner

Calculate your savings runway, model what-if scenarios for career transitions, compare 401(k) rollover options, and get a personalized action plan.

4-step guided planner →

Home Buying Financial Planner

Down payment readiness, mortgage scenarios, closing cost modeling, and timeline planning for first-time and move-up buyers.

5-step guided planner →

Marriage Financial Planner

Joint finances strategy, tax filing optimization, account merging roadmap, and wedding budget impact analysis.

Coming Soon

New Baby Planner

Childcare cost projections, parental leave runway calculator, FSA/dependent care optimization, and 529 plan starter.

Coming Soon

Retirement Transition Planner

Withdrawal strategy modeling, Social Security timing optimizer, healthcare gap analysis, and pension vs lump-sum comparison.

Coming Soon

How Life Event Planners Work

Unlike our single-input calculators, Life Event Planners are multi-step guided experiences. Each planner walks you through a series of steps to build a complete financial picture for a specific life transition:

  1. Financial Snapshot — Enter your current income, expenses, savings, and debts
  2. Scenario Modeling — Adjust variables to explore different outcomes
  3. Visual Analysis — See your savings runway and key metrics charted over time
  4. Action Plan — Get a personalized checklist with your specific dollar amounts

All calculations run entirely in your browser. No data is sent to any server, and no account is required.

Related Calculators

Life event planning often involves multiple financial areas. Explore these individual calculators for deeper analysis: