Deterministic by design
Your whole financial picture,on one honest timeline.
Meridian turns a five-minute intake into a living plan — cash flow, net worth and every goal projected with the same assumptions, updated the moment the rules change.
- No Monte Carlo guesswork
- Advisor-ready
- Free tier included
Sample household
Illustrative
Try the math yourself
Move one number. Watch the whole plan move.
This is the same deterministic engine that powers every Meridian plan. Drag the slider and see when the sample household can afford to retire.
Retires at
54
Years away
15.7
Illustrative only — assumes 6% annual growth on $412,800 saved toward a $1.8M goal. Your plan uses your real numbers.
What you get on day one
Cash flow & net worth
A simple intake captures what you own, owe, earn and spend — the dashboard does the rest.
Goals on a timeline
Retirement, college, a first home. See exactly which year each goal becomes affordable.
Print-ready summaries
One click produces a clean statement of cash flow and net worth for offline review.
Advisor-ready roles
Households, advisory firms and administrators each get the right level of access.
From intake to insight in three steps
Five-minute intake
Tell us what you earn, spend, own and owe. No jargon, no spreadsheets.
One honest timeline
Every goal is projected with the same deterministic assumptions — no Monte Carlo fog.
Adjust and stay on track
Move a number, watch the whole plan move. Weekly alerts keep you honest.
Your future deserves honest math.
Start free. Five minutes of intake, a lifetime of clarity.