The Smart Box Planner™
A simple way to organize retirement income across time
Income Box
Bridge Box
Growth Box
Generational Box
Built for advisors who want a clear, visual way to talk about retirement income — without the clutter.
What’s new · Alpha 0.6
Meeting view: Present mode, a cleaner Studio, and Showcase focused on the paycheck, how the boxes work, and the year-by-year cashflow. Tax location story remains. Illustration only — not advice.