Interactive Tools
Planning experiences, calculators, and guided decision tools.
This section is the landing zone for the financial tools we are bringing into the new platform. Some will likely stay React-based at first, and some may eventually become Rails-native experiences.
Planning Tool
Placeholder
Retirement Planner
A guided planning experience for retirement assumptions, goals, and next-step recommendations.
Likely candidate for React app integration.
Budgeting Tool
Placeholder
Income & Cash Flow
Interactive budgeting and spending-planning tools for understanding monthly cash movement.
May become a mix of embedded React calculators and Rails-native forms.
Decision Tool
Placeholder
Social Security & Tax
A home for tax-aware Social Security and retirement distribution decision aids.
Strong candidate for focused calculators with shared Rails navigation.
Lead Tool
Placeholder
Advisor Match & Intake
Interactive forms and intake experiences that help connect users with advisors or next actions.
Could remain a standalone React flow mounted inside the tools section.