Personal Finance Tool

The Income Picture
Sketch

Going from a pile of savings to a monthly paycheck is a mental leap most pre-retirees never quite make. Tell this tool which income sources you expect and when, and AI sketches the shape of your retirement income — three life phases anchored to your ages, plus the trade-offs worth discussing with a professional. It's a sketch, not a blueprint: no projections, no false precision.

🎓
100% Educational
Never advice — talk to a pro
✏️
A Sketch, Not a Blueprint
No dollar projections
⏱️
~1 minute
Three phases + trade-offs
Educational Not advice AI-Generated
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You Timeline Sources Review

Let's get started 👋

We'll send your Income Picture Sketch straight to your inbox — no account needed.

Please enter your first name
Please enter your last name
Please enter a valid email address

Your timeline & savings ⏳

Two quick numbers and one ballpark range. There are no wrong answers — a rough idea is exactly what we need to anchor your sketch.

Enter an age between 40 and 75
Enter an age between 50 and 75, at or after your current age
Under $250k
$250k–$500k
$500k–$1M
$1M–$2M
$2M or more
Not sure
Please pick a range
✏️ Remember — this is a sketch. We only use the range to describe the shape of things, never to project dollar amounts.

Your income sources 🧩

Which sources do you expect your retirement paycheck to come from? Pick everything that might apply — this is the raw material for your sketch.

Social Security
Pension
401(k), 403(b) or IRA
Roth accounts
Brokerage or taxable account
Rental income
Part-time work
Annuity
Other
Please pick at least one income source
🗓️
When to take Social Security
🧭
Which accounts to draw from first
📈
Whether the income will be steady
🧾
Taxes in retirement
🤔
All of it, honestly
Please pick the part that feels fuzziest

Ready for your sketch ✨

Here's what we'll hand to the AI. Double-check it looks right, then generate your income picture.

Sending to
Timeline
Saved so far
Income sources
Fuzziest part
The Make.com automation pipeline will use Claude AI to sketch the shape of your retirement income — three life phases anchored to your ages, plus trade-offs worth discussing with a professional. It arrives in your inbox in about 60 seconds.
ℹ️ Educational only — not financial, tax, or investment advice. This sketch is a general thinking aid based on the sources and ranges you picked. It doesn't know your full situation, and it makes no projections or recommendations. For decisions about your money, talk with a licensed financial professional.
Sketching your income picture...

Claude AI is turning your sources and timeline into a three-phase sketch of your retirement income, plus the trade-offs worth a real conversation. This usually takes under 60 seconds — check your inbox!

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Your email includes a unique link to revisit this sketch anytime!

Your Income Picture
Your Sketch
ℹ️ Educational only — not financial, tax, or investment advice. For decisions about your money, talk with a licensed financial professional.