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We order your balances by what they are actually costing you, not by size, and tell you which payment moves your date forward the most.
LQ™ Score
0
▲ 6 ptsGoodLegacy Lens
See your financialfuture. Clearly.
Legacy Lens™ is your AI powered wealth dashboard. Where you are, where you are going, and what to do next, on one screen.
Free to join. Your score takes about five minutes and needs no card.
Financial healthEstate readinessProtectionGenerational impact
The LQ™ Score
Your wealth readiness, from 0 to 100
The LQ™ Score is an honest snapshot of how ready your family is, right now, if something happened tomorrow. It is not a grade and it is not a credit score. No bureau holds it, no lender is shown it, and it is never sold.
Most people start somewhere in the fifties, which sounds bad and is not. It means the documents exist but the trust is unfunded, or the savings are strong but nobody has power of attorney. A low score is a list of things you can fix, in the order they are worth fixing.
Four pillars, weighted by how much each one actually protects a family rather than counted evenly. Estate readiness leans hardest on the score, because it is the part that fails worst when it fails.
Financial Health
Strong
Are you building real, durable wealth? Net worth, savings rate, emergency cushion and how much debt weighs on your income.
Estate Readiness
Good
If something happened tomorrow, would your wishes be honoured? Your will, trust, powers of attorney and beneficiaries.
Protection
Fair
Could your family absorb a shock? Life, disability and health coverage against the people who depend on you.
Generational Impact
Strong
Will your wealth actually reach the next generation? Trusts, education funds and a clear plan to pass things on.
What you can do
Four things it does that a spreadsheet cannot
Every one of these exists because a family told us the spreadsheet stopped being opened in about March.
Track net worth over time
Every account, property and debt in one line that goes back as far as you have data and forward as far as your plan holds.
Updated daily
Set goals and actually hit them
Pick the goal, get the roadmap, watch the distance close. The dates are real dates, not a percentage bar that never moves.
Unlimited on Complete
Get recommendations worth acting on
Ranked by what each one adds to your score, so the largest thing you are missing is always the first thing you read.
Ranked by point value
Watch your score move as you act
Fund the trust and the number changes that evening. It is the shortest feedback loop estate planning has ever had.
Recalculated on every change
Goal based planning
Choose a goal. We will build the roadmap.
Pick the one that is actually on your mind. The plan reshapes itself around it, including the parts you were not thinking of.
Buy a home
The deposit is the obvious part. We also show you what buying does to your estate plan, because the house becomes the largest thing in it.
Fund an education
Eighteen years is long enough that small changes now matter more than large ones later. The line shows you exactly how much more.
Retire early
Retiring early is a withdrawal problem, not a savings problem. We model the drawdown as well as the build up, and flag the year it gets tight.
The dashboard
This is the whole thing, on one screen
No modules to buy, no tabs that hide the number you came to see.
Shown with a sample household. Your dashboard is built from your own numbers.
Your number
Get your LQ™ Score today.
Five minutes, no card, and an honest answer about where your family actually stands.
Free forever. No card. You pay only when you want documents.