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

Federal Retirement Controls

For the federal-specific overview and messaging, visit the FERS retirement calculator page.

Federal retirement controls for pension COLA, age-62 pension changes, spouse pension handling, and FERS annuity supplement timing.

Federal Retirement Cash Flow

Year-by-year Sankey view showing federal salary, pension income, taxes, healthcare, expenses, and withdrawals inside the retirement plan.

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 with enhanced results breakdown - full percentile distribution, success rates by time period, and tail-risk exposure. Run against any of your scenarios and compare results side-by-side.

Monte Carlo Scenario Analysis

Configure and run Monte Carlo analysis across different plan scenarios. Select risk profiles, iteration counts, and compare probabilistic outcomes between strategies.

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.

Estate & Legacy Planning (Pro)

Estate & Legacy Analysis

Year-by-year projection of your estate value through retirement and into legacy - see how spending, withdrawals, taxes, and growth interact to determine what you’ll leave behind. Set legacy goals and track your plan against them.

Beneficiary Quick Guide

At-a-glance beneficiary planning reference - inherited IRA RMD rules, stretch strategies, and key planning considerations for your heirs under current law.

Estate Tax & Exemption Modeling

Track your estate against federal exemption thresholds and model TCJA exemption sunset scenarios. Know your estate tax exposure before it’s a problem for your heirs.