Basic Plan
Do It Yourself
Get everything you need to organize, plan, and optimize your financial future. Build strategies, track progress, and make informed decisions - all on your own terms.
Get StartedRetirement timing, equity strategy, and tax planning can each shift net worth by $1M+. Gaining clarity on these decisions is a rational investment.
Do It Yourself
Get everything you need to organize, plan, and optimize your financial future. Build strategies, track progress, and make informed decisions - all on your own terms.
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Do It Together
Work side-by-side with our team and create your financial plan with our support. Ideal for those seeking expert guidance while maintaining decision-making control.
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Sit back while our experts manage your financial complexities. Designed for busy professionals, this premium service ensures your future is in trusted hands.
Join WaitListFinancial decisions around retirement timing, concentrated equity, and tax strategy are too important to be influenced by hidden incentives.
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See what they are saying about their experience
"I needed a tool that answers a simple question: Can I retire given my assets and needs? Somehow the whole financial industry could not produce that until the folks at nauma made it happen. Despite a simple interface, it offers the settings I need to model assets, income streams, and retirement spending. It also handles taxes across stages and lets me plan for items like long-term care. This makes it easy to compare retirement options and see what's possible. The real value is peace of mind that comes from defined goals and transparent projections."

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"Nauma has made it possible for me to easily understand my finances, and even more importantly, create plans for the future that help me make decisions today."

"The planning tool is easy to use, detailed and provides customizations for my situation. It literally took minutes to create a personalized plan with detailed charts and notes projecting my expenses and income for the next few decades. Highly recommended!"
"Yo this is quite cool! A welcome addition to the toolset. Now one can project the tax implications of financial decisions year-round instead of just during tax time"
"Nauma gave me clarity and confidence with my finances in a way no other tool has. It's a game-changer for tech professionals with complex equity positions, helping me model retirement, career moves, and life events in one clear, intuitive place."
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