Build Your Retirement Plan with AI

Chat with AI to instantly create personalized retirement plans. See real-time visualizations of your financial future and explore different scenarios to optimize your retirement strategy.

Why Choose Solstice Plan Builder AI?

Experience the future of retirement planning with AI-powered conversations that instantly generate visual financial plans tailored to your unique situation.

AI-Powered Planning

Chat naturally with AI to build comprehensive retirement plans in minutes, not hours.

Instant Visualization

See your financial future come to life with real-time charts and interactive projections.

Bank-Grade Security

Demo version with no data storage. All calculations encrypted with TLS/SSL protocols.

How It Works

Start chatting with AI and see your retirement plan instantly

1

Sign In to Plan Builder

Access the AI Plan Builder with your email. This demo version stores no data and all transmissions are encrypted with bank-grade security.

Instant access to AI planner
No data stored (demo version)

Create Account

2

Chat with AI About Your Goals

Simply chat with the AI about your retirement goals, current finances, and future dreams. The AI understands natural language and guides the conversation.

Natural conversation interface
AI guides you through the process

Financial Information

Annual Income
401(k) Balance
Retirement Age
3

See Your Plan Visualized Instantly

As you chat, the AI instantly generates visual charts showing your income sources, expenses, and account balances throughout retirement.

Real-time chart generation
Interactive visualizations

Generating Your Plan

Analyzing financial data
Calculating optimal strategies
Optimizing asset allocation
Finalizing recommendations
4

Refine and Optimize Your Plan

Continue chatting to explore different scenarios. Ask "what if" questions and see your charts update in real-time as the AI adjusts your plan.

Ask unlimited "what if" questions
Instant plan adjustments

My Retirement Plan

Monthly Target
$4,200
Success Rate
94%

Ready to visualize your retirement?

Start a conversation with our AI Plan Builder and see your personalized retirement visualization in minutes. Demo version - no data stored.