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Fatboy Financial Planner

Serious Planning. Less Serious Approach. Free retirement planning software with optional Pro upgrade. No subscriptions. Start free with core planning tools, upgrade once for advanced features like Roth optimization and unlimited scenarios.

Fatboy Financial Planner Screenshots

Explore the features and capabilities of Fatboy Financial Planner through these screenshots.

Getting Started

Landing Page

“Cube” navigation landing page provides intuitive access to all major features.

Planning Wizard

Step-by-step guidance to build and compare retirement scenarios.

Planning & Analysis

Plan Summary Dashboard

Comprehensive dashboard view of your current retirement plan with key metrics and projections.

Goal Solver

Interactive goal planning tool to help you work backwards from your retirement objectives.

Cash Flow Visualization

Sankey diagram showing the flow of money through your retirement years - income sources, taxes, and spending.

Monte Carlo Dashboard

Probabilistic simulation dashboard that shows the likelihood of plan success and the range of possible outcomes.

Assets Over Time

Long-term view of how your portfolio balances grow, peak, and draw down across your retirement timeline.

Projection Center

Central hub for adjusting key assumptions and instantly seeing how projections change across the plan.

Account & Debt Management

Assets and Accounts

Enter or import all of your accounts and add your assets, with customizable tax treatment options.

Debt Entry

Track and plan for mortgages, loans, and other debts with detailed payment schedules and impact analysis.

Portfolio Analysis

Portfolio Allocations

Visual breakdown of your current and target portfolio allocations across asset classes.

Allocation Analyzer

Analyze and optimize your portfolio allocation strategy across all accounts.

Advanced Analysis Tools (Pro)

Stress Test Analysis

Find the exact breakpoint where your plan fails. Test how low returns can go while still maintaining a successful retirement. Color-coded zones show safe (green), moderate (yellow), and risky (red) ranges.

Sensitivity Analysis

Tornado chart showing which parameters matter most to your plan’s success. Prioritize your planning efforts on the factors that have the biggest impact.

Comprehensive Stress Test

Compare how all key parameters affect your retirement plan side-by-side. Identify which assumptions need the most conservative planning and where you have flexibility.