Clarity Over Complexity.
Audit Your Retirement Strategy.

Get your financial grade in 60 seconds. No black-box simulations. Just transparent, math-based heuristics that show you exactly where your retirement plan stands.

Run Your Free Logic Audit

The Logic-Based Audit

SWR Safety Thresholds

We analyze your withdrawal rate against proven safety thresholds. A 3.25% SWR scores higher than 4%, and anything above 5% triggers warnings. This isn't guesswork—it's based on decades of financial research showing sustainable withdrawal patterns.

Sequence of Returns Heuristics

Early market downturns can devastate even well-funded retirements. Our heuristic engine tests your plan against sequence risk patterns, showing you if your projected savings ratio can withstand unfavorable market timing.

Fee Impact Math

That 1% annual fee doesn't sound like much, but over 30 years it can erode hundreds of thousands. We calculate the true cost of fees on your retirement income, showing you exactly how much you're losing to hidden expenses.

How the Logic Audit Works

1

Enter Your Numbers

Input your current savings, monthly contributions, expected returns, and retirement timeline. No complex forms—just the essentials.

2

Heuristic Analysis

Our engine applies proven financial rules: SWR safety thresholds, sequence risk patterns, and fee impact calculations. Every number is transparent and explainable.

3

Get Your Score

Receive a 1-10 Portfolio Health Score with a clear breakdown. See exactly which factors (SWR, success probability, income coverage) are driving your score up or down.

Why Logic-Based Heuristics Over Black-Box Simulations

Traditional retirement calculators hide their logic behind complex simulations. You get a number, but you don't know why. WealthLogic takes a different approach.

  • Transparent Math: Every calculation is based on proven financial heuristics you can verify yourself.
  • Fast Results: Get your audit in seconds, not minutes. No waiting for thousands of simulations to run.
  • Actionable Insights: See exactly which factors are dragging your score down, with specific guidance on how to improve.
  • No Hidden Assumptions: We show you the math. SWR thresholds, sequence risk patterns, fee calculations—all visible and verifiable.

Ready to Audit Your Retirement Strategy?

Get your Portfolio Health Score in 60 seconds. No sign-up required. No hidden fees. Just transparent, math-based analysis.

Run Your Free Logic Audit