Full Package
How much risk are you willing to take regarding market ups and downs?
$
$
Enter your annual household income before tax to better understand your financial situation.
$
$
Specify the estimated amount you would like to allocate for final expenses.
$
Indicate the amount you aim to keep in your emergency fund for unforeseen circumstances.
%
Determine the percentage of your annual income your family would require in case of your demise.
Specify the number of years your family would need extra income in the event of your passing.
%
Share your expectations for the annual interest on your investments.
$
Your employer promises to pay you a regular income after you retire
$
Provide the average annual cost for each child.
$
Provide the number of years you plan to support your children.
$
$
$
Amount to pay off your mortgage or set up a rent fund
$
Do you have any debts?
$
$
%
$
$
$
Do you have any savings?
$
$
$

Insurance Recommendation

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Term 25 life insurance

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Minimum permanent insurance

We have devised two plans for you

Probability of Success

(Results after ۱۰۰۰ rounds of Monte Carlo Simulation)

If your investments are not managed by us

If your investments are managed by us

Info
Unmanaged Summary
Managed Summary

Net Worth

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Cash

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Debt Remaining

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Age When Debt Free
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Salary at Retirement

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The age when you run out of cash

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Probability of Success

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