Your planning software shows clients what is happening with their money. Clarity Calculators helps you explain why — the conversation layer that makes the numbers land before the complexity begins.
Simple monthly subscription · Cancel anytime · Built for advisors
Right Capital, NaviPlan, and eMoney are exceptional at modeling what is happening — year-by-year taxation, distribution sequencing, Monte Carlo scenarios across thousands of iterations. That work is essential.
What they were never built to do is teach a client why any of it is happening. Clarity Calculators is the conversation layer — a shared, simple way to understand the underlying principles first, before the full complexity of a plan takes over.
No dashboards. No client logins. Just focused calculators that do one thing well — help your client understand a concept in the room, right now.
Every calculator here came out of an actual client meeting. Field-tested, not theoretical. Built because advisors felt the gap and needed something to bridge it.
The cost stays low intentionally. While we don’t know if we can integrate your requests, we are giving you the tools we use — no promises beyond that.
A growing library of financial calculators built for the advisor-client conversation. Simple to use, precise in output, practical in every meeting.
One subscription. Full access to every calculator in the library. No tiers, no per-seat fees.
Advisor Subscription
$29/mo
or $249/year — save two months
Questions? hello@claritycalculators.com
Clarity Calculators is not a mass-market software product. It is a working set of tools that we actually rely on in real client conversations at Sound Financial Group, made available to a wider community of advisors and CPAs who want the same thing we do: a simple way to help clients understand the numbers before diving into complexity.
The cost stays low intentionally. Revenue is reinvested — into improving these calculators and building other tools that serve the same mission. This is not about maximizing what one firm can charge. It is about building something the advisor community actually shapes and owns together.
— Paul Adams, Sound Financial Group