New Dashboard Feature: Planning Tools

We just launched 12 new financial planning tools on the dashboard: Taxes, retirement accounts, home buying, insurance, college savings, Social Security timing, and more!

Here’s everything that’s now available:

A list of SPG's planning tools.

Log in and try them out! And if something catches your eye or raises a question, we’d love to talk through it.

About the Author

Founder & Managing Member
Aaron Nielsen is a licensed financial advisor and expert in behavioral finance with 15 years of experience in the investment industry. Prior to founding SPG, he managed over $1 billion in assets for hundreds of American families at some of the largest investment firms in America. Having advised some of the nation’s wealthiest individuals, Aaron is driven by the conviction that wealth disparity is a solvable institutional challenge rather than an inherent flaw of human nature.
May 27, 2026

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