Bastion

FULL-LIFE INTELLIGENCE

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Full-life planningAdvisor-grade insightDecision support

Any age. Any occasion. Any path.

Full life planning. One intelligent system.

Bastion helps households, professionals, and future teams organize the financial path ahead across retirement, taxes, healthcare, estate topics, cash flow, risk, and major life decisions.

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Built as a planning and decision-support platform. Not legal, tax, investment, or financial advice.

Built for real life

Life planning should not wait for retirement.

Bastion is designed for major financial crossroads: starting a family, changing jobs, buying a home, managing debt, preparing for retirement, selling a business, caring for parents, or stewarding a legacy.

Households

Clarity for life decisions

Preview how income, expenses, family structure, taxes, debt, savings, and timing choices may change a long-term path.

Professionals

Advisor-ready analysis

Give CPAs, advisors, and planners a cleaner review surface for scenarios, risks, assumptions, and decision-support outputs.

Future teams

Built for governance

Bastion is structured to grow into permissions, audit logs, client portals, reports, and enterprise-grade workflows.

Platform ecosystem

One canonical engine. Modular access.

Bastion is organized as a layered financial intelligence platform, not a set of disconnected calculators.

Primary

DashboardPlanScenariosAdvisor

Planning

RetirementTaxHealthcareEstateInsuranceCash Flow

Intelligence

RiskForecastingMonte CarloAlertsOptimization

Operations

ReportsDocumentsNotesClient Portal

Enterprise

TeamsGovernanceAuditPermissions

Life path visualization

Inputs define the path. Bastion shows the outcome.

The goal is not to prescribe a decision. The goal is to make direction, pressure points, and tradeoffs easier to review.

1

Start

2

Build

3

Protect

4

Optimize

5

Retire

6

Transfer

Inputs define the path. Bastion shows the outcome.

Model household changes, income shifts, debt, healthcare, taxes, retirement timing, inheritance, business income, and legacy decisions in one connected planning system.

Advisor-grade intelligence

A calm operating surface for complex financial choices.

Bastion’s operational app should stay light, clean, readable, and professional while the engine handles the complexity underneath.

Scenario-aware context

Compare paths side by side and review tradeoffs across taxes, cash flow, retirement timing, healthcare, risk, and legacy.

Reports that explain the why

Future reports should translate assumptions and projections into clear, reviewable summaries for households and professionals.

Security before real beta data

Public discovery can move forward now. Protected app access, Firestore rules, and data controls remain locked before real users enter sensitive financial information.

Bastion dashboard

Lifetime Plan Overview

Stable path

Runway

42 yrs

Risk

Low

Tax drag

Managed

Life path projection

Age 40 → 92

NowFamilyRetireLegacy

Advisor insight

Your current path remains strong, but healthcare and tax timing are the largest future swing factors.

Bastion beta

Open the public preview without opening sensitive workflows.

The next milestone is a measured beta path: polished planning surfaces, clear boundaries, and sensitive data workflows kept locked until security work is complete.

Protected beta path

Review the early access path for Bastion while public discovery opens and protected beta onboarding remains staged.

Review beta path