My Profile
Account Dossier
The household assumptions layer: identity, tax base, planning horizon, contact preferences, and the defaults Sketch and Studio should carry forward.
ProfileTax BaseDefaults
Welcome back · Account workspace
Hello, .
This is your Datum FI desk: saved outlines, filed Blueprints, live planning rooms, and the profile layer that keeps your assumptions consistent. Pick up where you left off, or start a fresh Shape.
Choose a room
Where do you want to work?
Your Dossier, Sketchbook, and Archive hold what you have already set down. Sketch, Studio, and Shape are where new work happens. The assumptions travel with you between them.
Discover workspace
Saved Work
The Sketchbook
Your saved retirement outlines, rough Shapes, and early “what if” paths. Reopen a Sketch, compare versions, or carry the best outline forward.
Saved SketchesCompareContinue
Studio Output
The Archive
Filed Studio runs with names, assumptions, and dates intact. Review the versions you trusted enough to save, then compare or promote the strongest plan.
Filed RunsVersionsPromote
Live Experience
The Sketch
Begin with the few numbers that matter most. Set the outline, move the levers, and get the first readable Shape before committing to deeper work.
Fast OutlineFirst ReadShape Preview
Live Experience
The Studio
Move from outline to architecture. Add rooms, model taxes, test retirement timing, and see how your Floor, Spending, and Ceiling respond.
Monte CarloTax RoomsRemodels
Current Read
The Shape
View the clean read of your Floor, Spending, and Ceiling. See where the target sits, what feels stretched, and what changed since the last saved version.
FloorSpendingCeiling
The Desk · Reference Layer
Read the system behind the work.
These cards do not start a plan. They explain how Datum FI thinks, measures, and moves from first outline to lived Shape.
The Method
Methodology
The math sequence behind Datum FI: Data, Architecture, Tension, Uncertainty, and Measurement. See what each layer models, what it holds constant, and why the Shape is resolved instead of guessed.
D + AT + UMeasurement
First Principles
Philosophy
A fixed point. A clear structure. A measured range. Read why Datum FI treats retirement as geometry, not a score, and why confidence comes from structure instead of prediction.
Fixed PointClarityStructure
Experience Map
How It Works
The Sketch draws the first outline. The Studio opens the architecture and tests the levers. The Shape resolves the range you can read: Floor, Spending, and Ceiling.
SketchStudioShape
Datum FI · Account workspace · Saved work and live planning
Data in. Shape out.