Designed for Fiduciary Advisors

Retirement Modeling Built for Advisors

Run advanced early retirement projections. Save client scenarios. Generate professional reports. The same calculator your FIRE clients already trust, now built for your practice.

Start Free (2 Clients) Go Pro: Unlimited Clients, $99/mo
No credit card required for Free Full calculator on both plans Cancel Pro anytime
SOC 2 compliant infrastructure Row-level data encryption Built for compliance review No per-client charges

Everything Your Practice Needs

The most complete early retirement modeling tool, purpose-built for advisory workflows.

Bridge Strategy Modeling

Model the gap between early retirement and 59½. SEPP/72(t), Roth ladders, Rule of 55, and priority-based withdrawal sequencing.

Monte Carlo Simulation

1,000+ randomized return scenarios showing probability of success. Historical stress testing against real market crashes.

Branded PDF Reports

Generate professional reports with your firm logo, colors, and contact information. White-label ready for client presentations. See white-label options →

Client Scenario Management

Save, load, and compare scenarios per client. Track reviews, add notes, tag clients, and lock scenario versions.

Shareable Client Links

Send interactive plan links to clients. They explore their projections while your saved version stays untouched.

Tax-Aware Withdrawals

Unified tax engine with bracket modeling, Roth conversion optimization, and ACA/MAGI-aware planning.

Free vs. Pro

Start for free. Upgrade when your practice demands it.

Feature Free Pro
Core Calculator
Client limit 2 Unlimited
Scenarios per client
Full calculator (all sections and tools)
Monte Carlo simulation (1,000+ trials)
Historical stress test scenarios 4 10
Save and manage client scenarios
Share plan links and intake forms
Firm name, logo, and colors on calculator
Section visibility and mode controls
Firm-wide default planning assumptions
PDF reports (BridgeToFI branded)
Pro Exclusive
White-label PDF reports with your logo and branding
Remove all BridgeToFI branding (your brand only)
Custom branded URL (yourfirm.bridgetofi.com)
Your firm contact info on reports and client views
Custom client welcome message on shared links
Custom footer with your Terms and Privacy links
Churning Hub link visibility control
Website embedding (host calculator on your own site)
Data export (JSON backup + CSV client list)
Audit log with CSV export
Priority support
View all 50+ calculator features included on both plans
Upgrade to Pro

Simple, Transparent Pricing

No hidden fees. No per-client charges. Cancel anytime.

No credit card required for Free Card, ACH, or bank transfer Secure checkout via Stripe

After checkout you'll create your BridgeToFI account. Use the same email at checkout and signup so your Pro access activates automatically.

Ready to Use BridgeToFI With Your Clients?

Join advisors using the most detailed early retirement bridge calculator available. Start in under 60 seconds.

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