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planin30

Planning tool collection

Decision tools for career, money, estate, and everyday choices

Match your situation to the advisor, trust, or career that actually fits.

These decision tools answer questions where "it depends" is the honest answer. Should you hire a CFP or a CPA or an estate attorney? A revocable living trust or an ILIT? Pivot to product management or stay an IC? Each tool walks you through your situation and ranks the options by fit, with the reasoning shown. When the answer is a professional, you also see what they typically cost — percentage-of-assets fees, flat fees, hourly rates — so you know how they charge before the first meeting.

Nothing here is a sales funnel. We don't take referral fees and we don't hide the scoring rules. If a tool says you should hire an estate attorney before a wealth manager, you can see exactly why.

Career, estate & financial advice

Rank the paths, structures, and kinds of professional help that fit.

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Everyday choices

Quick help choosing what to watch, where to eat, and what to do.

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Related planning guides

Worked examples and explainers connected to these tools.

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Start from the decision, not the tool type

Browse every calculator, planner, and decision tool organized around the part of life you are planning.

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