Guided discovery

Start with the planning question.

Choose the closest fit. The recommendations are generated from transparent calculator metadata, not a chatbot or personalized advice engine.

Choose the broad planning area that best matches the question.

This helps the guide weight the recommended tools and pathway.

Choose quick for a first pass, or advanced for broader scenario tools.

Optional. Use this if you already think about the question through the CLARITY Framework.

Choose the options that best match the planning question, then click Show recommendations.

Future expansion

Where this framework goes next

Phase 2 now connects calculator recommendations with planning pathways, CLARITY context, and future-ready article and reference sections. Later phases may add richer article/reference matching and natural-language routing.

Articles

Future article recommendations can explain the planning concepts behind a calculator.

References

Future reference links can connect annual limits, thresholds, and tax assumptions.

CLARITY

Future CLARITY mapping can connect tools to Cash Flow, Liabilities, Assets, Retirement Readiness, Insurance & Risk, Tax Optimization, and You.