Your Retirement Plan · John Koyle, AIF®

You know your Monte Carlo score. Now let's talk about what moves it.

Interactive Stress Test

See what happens when things go wrong.

Move the sliders and watch the score change in real time. This is exactly why the variables in your plan matter so much more than the number itself.

75%
Solid Foundation
Your plan holds up in most scenarios. A few targeted adjustments could make it significantly more resilient.
7.0%
2.5%
$8,000
63
Return Assumption

The S&P 500 returned -0.95% annually from 2000 to 2009. An entire decade. Negative. Adjust your return assumption to 3% and see what happens.

Inflation Rate

From 1965 to 1982 inflation averaged above 6% for seventeen straight years. Try moving your annual inflation rate to 6% and see what happens.

This tool uses illustrative assumptions for demonstration purposes only. Your actual Monte Carlo score is built around your specific numbers, asset mix, income sources, and timeline. To see what moves your real score, book a call below.
Your Score Explained

What your Monte Carlo score is actually telling you.

Two minutes. Plain English. No sales pitch.

Your Score Explained
The First Call

Sixty minutes. No slide deck. No pitch.

The First Call Demystifier
Schedule a call → Run your numbers again