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Free Financial Tools For Better Planning

Use these tools to estimate, compare, and better understand common financial planning decisions.

01
Assessment
Financial Reality Check

Review 10 areas of your financial life and identify where things look solid, unclear, or may need more attention.

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02
Calculator
Investment Growth Calculator

Estimate how your investments could grow over time based on your balance, contributions, timeline, and assumed return.

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03
Stress Test
Retirement Portfolio Stress Test

Compare your portfolio against different historical market periods and review how your allocation may respond to risk.

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04
Calculator
College Savings Calculator

Estimate how much you may need to save each month for future education expenses based on your timeline and funding goal.

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05
Library · Always free
Resource Library

Access guides, checklists, and educational resources on common financial planning topics.

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Questions About Your Results?

Schedule a complimentary conversation to review your situation and discuss potential next steps.

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Scott Brooks, CFP® · Westlake Village, CA

All tools are for educational and illustrative purposes only. Results are hypothetical and do not represent actual investment outcomes. This page does not constitute financial, tax, or legal advice. Brooks Wealth Management LLC is a registered investment adviser. Firm CRD #332237. Advisor CRD #7227609.

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