Propositum Wealth Management

Financial Planning & Advisory Tools

Disciplined planning, built around purpose

Your Purpose. Your Future. Your Legacy.

A private suite of professional planning and analysis tools — portfolio analytics, retirement and tax-strategy modeling, education funding, and client-ready reporting — developed by Propositum Wealth Management to support clear, well-reasoned financial decisions.

The Toolkit

What's inside

Seven purpose-built tools for planning, analysis, and client communication. A login is required to open any of them.

Review Presentations

Clean, client-ready portfolio review documents built from a structured form.

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Planning Proposals

Scoped engagement proposals with activities, fees, and onboarding checklists.

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Portfolio Analyzer

Exposure, concentration, risk, and performance attribution on an uploaded holdings file.

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Market Reports

Formatted market commentary with index, sector, and outlook sections.

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Account Comparison

Taxable, tax-deferred, and tax-free outcomes projected side by side, after tax.

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College Planning

Education funding targets — 529 plan vs. taxable account, after tax and fees.

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Roth Conversion

Multi-year conversion strategy modeling with RMDs, IRMAA, and survivor tax brackets.

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For illustrative purposes only. These tools produce estimates based solely on the inputs provided and do not constitute investment, tax, or legal advice. Outputs are not a guarantee of future results. Clients should consult a qualified professional before making any financial decision.