GenWiz
BetaA conversational version of the generational savings calculator. Answer one prompt at a time and the plan will build as you go.
Hi,
Let's start analyzing how you can save for your family.
I’ll ask you for some information about your financial goals for your children, including educational expenses and other milestone gifts like a car or home down payment. We'll then estimate your anticipated returns and taxes to identify a smart saving plan for you and your family.
About GenWiz
GenWiz is a guided version of the generational savings calculator. It asks for family, milestone, education, and investment assumptions one step at a time.
The result uses the same core savings model as the generational savings calculator, but presents the inputs as a conversational planning flow.
How to use it
Answer each prompt in order. Earlier cards stay visible, so you can revise any answer and see the final plan update.
What to verify
Review tuition, vehicle, housing, graduate school, and return assumptions before using the result for a real family savings plan.