Unlock the true value
of your next move

Evaluate lucrative offers with confidence. Our Financial Advisor Deal Calculator helps you weigh upfront bonuses, payout changes, and more to see when—and if
-switching firms will pay off.
Start for free

Discover the power of AI-driven investment analysis. Our intelligent platform provides personalized recommendations to help you identify the best investment opportunities with confidence and precision.

How it Works?

Understand the financial impact of switching firms with a continued or known income and downturn scenario projection.

Guide 1

Input Your Deal Terms

Enter detais about your current role and new offec, inciuding revenue, bonuses, payout percentages, and expected growth.

Guide 2

See Your Break-Even Point

Instantly see how many years it wil take to match your current eamings and when switching becomes profitabio.

Guide 3

Visualize the Outcome

Get a clear, year-by-year projection, complete with graphs t0 see how each option impacts vour financial futuro.

Key Features

Understand the financial impact of switching firms with a Cinewuie orKoownoineoni Donurnne ciroy projections.

Guide 1

Know exactly when the move pays off.

See how many years it will take to recover transition costs and when switching starts to outperform staying.

Guide 1

Forecast your future earnings.

Project long-term revenue growth across firms, factoring in bonuses, payout percentages, and client retention.

Guide 1

Compare every detail, side by side.

Evaluate total compensation, W-2 vs 1099 income, and contract terms, all in one clear, comprehensive breakdown.

Why Use the Financial
Advisor Deal Calculator?

Make informed decisions without the guesswork

Start for free
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