QUARTERLY PLAN REVIEW
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Click GENERATE REVIEW to copy a data-filled prompt to your clipboard. Paste it into your AI agent (Claude, ChatGPT, Gemini), then paste the HTML response back here to save.
Net worth trajectory — today to age 100
Stacked: liquid taxable, 401K / retirement, 529s, home equity. All figures in today's (real) dollars.
Net worth breakdown — today
Schwab accounts from uploaded CSV · 401K/529 from sidebar · crypto computed from BTC/ETH qty × live price.
Annual cash flow
Working years show income vs expenses. Retirement years show drawdown + Social Security.
Childcare cost waterfall
Childcare costs typically step down as each child ages into free public school.
Current allocation
Liquid positions from the Investments tab (as of Apr-26).
Key readouts
Sanity checks.
Annual ledger — year by year
Expand by scrolling. Every row is one year of the projection.
| YEAR | AGE | INCOME | EXPENSES | ACT. INCOME | ACT. SPEND | SS | LIQUID | 401K | 529 | HOME EQ | NET WORTH |
|---|