Plans & strategy

This period — the money-map and prescription card

A glanceable money-map (where your paycheque would go, what the plan would borrow) over prescription cards, each with its math one click away.

The "This period" section leads with a glanceable money-map: a "free to spend $X/period" headline over grouped rows — where your paycheque would go (to reserve / toward investing / to high-rate debt) and what the plan would borrow (from margin → a debt). Each row opens to a plain-English "why" that shows where the figure comes from, so no number is a mystery. The money-map and the detail cards read the same per-period decision, so they can never disagree.

Below it, each move is a prescription card — one action, with the net annual impact on the summary line. Opening "Why?" shows:

  • The rule that triggered it, in plain English.
  • Two outcome tiles — the bottom line of doing nothing vs taking the move.
  • Risk + tax as compact chips (LTV, drawdown-to-call, deductibility), with the full year-by-year math(the paired counterfactual columns; net annual cash impact, which balances arithmetically — no double-counting) one level deeper behind "Show the year-by-year math."
That's the contract: no black-box decisions. The reason, the alternative, and the cash / tax / risk consequences are always one click away.
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