Built by an advisor who still sees clients.
I’m Dan Mueller. I’m a financial advisor, and I built Foundry Planning because the software I was using didn’t fit how I work with clients. The math has to be right, and the numbers have to make sense when read aloud in a meeting to somebody who isn’t going to take the binder home and study it.
Most planning tools are built for the quarterly review or the annual deliverable. The conversation I have with clients runs longer than that. It covers cash flow over decades, the tax bracket they’ll actually be in five years from now, whether a Roth conversion still makes sense after IRMAA hits, what happens if one spouse outlives the other by twelve years. Software for that conversation has to keep working between meetings, the same way the conversation does.
Foundry runs every plan number on one engine. Cash flow, federal and state tax, Social Security, estate, and Monte Carlo are all computed together, on every keystroke. No tab-switching, no silent approximations between modules. The numbers reconcile because they have to.
If you’re an advisor who works planning-first, plainspoken, and deliberately slow, you might find Foundry useful. If you’re a client of one, you’ll see the work happen in the room.
Foundry Planning is software, not investment advice. For investment advice, see your own advisor — or, if you’d like to compare notes, read about the product.
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. The data goes in fast and we plan in front of you.