From Guesswork to Confidence — Run Thousands of Market Simulations in Seconds
Turn complex market data into clear, client-ready retirement projections — in under 60 seconds.
Help clients visualize their financial future with 1,000+ simulated outcomes, so they can make confident decisions backed by real data.
Our Services
A Professional-Grade Planning Tool Designed for Financial Advisors
Built on our robust Monte Carlo simulation engine, the Advisor License includes all of the powerful financial modeling features of our Individual License plus exclusive tools for client presentation and branding.
Core Features (Included in All Licenses)
Advanced Monte Carlo Simulation – Runs 1000 trials per scenario to model a range of possible futures.
Tax-Aware Projections – Adjusts withdrawals for taxable and non-taxable portions based on your inputs.
Inflation-Adjusted Returns – Real returns are calculated after inflation for realistic projections.
Custom Deposit & Withdrawal Schedules – Model changing contributions and withdrawals year-by-year.
Advisor-Exclusive Features
White-Labeled Branding – Add your firm’s logo and colors to every output.
Client-Ready PDF Reports – Instantly export professional reports ready for email or presentation.
Perfect For:
Client review meetings
New client proposals
Retirement plan presentations
Marketing and educational seminars
Your advice. Your brand. Your clients’ confidence.
License Notice
This license is valid for one individual advisor only. The workbook is not to be shared, copied, redistributed, or used by multiple advisors without purchasing additional licenses. Unauthorized distribution is a violation of the license agreement and may result in termination of usage rights.
Take control of your financial future with the Monte Carlo Retirement Simulator – Individual License. This license is perfect for individuals who want professional-grade simulation power without the big price tag.
With the Individual License, you’ll get full access to our advanced simulation tool that runs thousands of randomized portfolio scenarios, giving you a clear, data-backed view of how market fluctuations, inflation, deposits, and withdrawals could impact your retirement plan.
Why it’s a Game-Changer for You
Crystal-Clear Insights: See how your portfolio might perform across best, worst, and most-likely scenarios.
Smarter Decisions: Test different strategies—retiring earlier, adjusting withdrawals, changing asset allocations—before making real-world moves.
Key Features
500 simulations per run for robust statistical accuracy.
Custom deposit and withdrawal schedules using actual calendar years.
Tax impact modeling to reflect real-world conditions.
Percentile-based performance charts for easy visualization.
Fast, one-click simulations with professional-grade calculations.
Best Uses
DIY investors serious about retirement readiness.
Pre-retirees testing different “what-if” scenarios.
Licensed for Your Use Only
The Individual License is designed for one user. For financial professionals, check out our Advisor License options for broader usage rights.
About
Future Proof Planning
At Future Proof Planning, we empower individuals and financial advisors with advanced, Excel-based Monte Carlo simulation tools that bring clarity to retirement planning.
Our mission is simple: turn uncertainty into confidence by giving you the data-driven insights you need to make smart, informed decisions.
Whether you’re mapping out your own financial future or guiding clients toward theirs, our tools are built to deliver accuracy, ease of use, and professional-grade results.
Plan smarter. Retire confident.
