Financial Independence Calculator

This financial independence calculator helps advisors estimate target retirement assets, show investment drawdown, and capture leads. Works on WordPress, Squarespace, Wix, and more. Includes PDF export.

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What Can This Calculator Do?

  • Estimate the total investable assets required for early retirement
  • Support stepped expenditure at a future age (e.g., post-retirement drop)
  • Factor in inflation and expected return on investment
  • Generate a detailed year-by-year cash flow table
  • Visualize drawdown vs. investment return over time

What Makes It Stand Out?

  • Includes advanced options like stepped expense reduction
  • Export results to PDF for client handouts and reporting
  • Lead capture form integration (email, name, phone)
  • Clean financial report-style output with charts and tables
  • Export feature is available in full version (disabled in preview)

Who Should Use This?

  • Financial Advisors & Wealth Planners
  • Retirement Planning Consultants
  • Superannuation Advisors (Australia)
  • Agencies creating financial tools for client portals

Technical Specs

  • Built using lightweight HTML & JavaScript
  • Embed-ready for WordPress, Wix, Squarespace, Webflow, and more
  • Responsive layout optimized for desktop and mobile
  • One-time purchase — no ongoing subscription required
  • Can be customized to suit branding, formulas, or currency
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