Bookmark this to keep an eye on my project updates!
Feel free to try these mini tools that I created for financial planning services.
Discover Your Retirement Income Style (RISA) - Take this mock RISA assessment to understand your preferences for retirement income. There are no right or wrong answers – just your unique style!
DCA Portfolio Planner - No worry for your small amount of DCA. This tool helps you plan your monthly DCA to follow the fund allocation in the portfolio model.