Custom Plan
Build your plan your way
Custom Plan gives you full control to build a financial strategy your way. You can either modify one of your existing Optiml plans or create an entirely new plan from scratch. This flexibility allows you to precisely customize deposit and withdrawal amounts according to your specific needs while still benefiting from our powerful tax optimization intelligence.
Why Use Custom Plan?
Custom Plan is designed for the hands-on, detail-oriented planner who wants full control over their financial strategy. It's perfect for those who typically rely on complex spreadsheets and personal models — now brought to life inside Optiml. This strategy is ideal for you if:
You have your own assmuptions surrounding a tax-efficient strategy
You want to model your current spreadsheet within Optiml
You prefer a full DIY approach to financial planning
You want to see the impact of your own assumptions
Is a Custom Plan right for you?
Complete Control
Manually override any deposits or withdrawals with precise control over timing and amounts
Build From Scratch
Create a completely custom financial plan tailored to your exact specifications
Modify Existing Plans
Fine-tune any goal-based or traditional plan you've already created
Test Scenarios
Experiment with different financial scenarios and see their immediate impact on your plan
Tax Optimization Insights
Make targeted adjustments while still benefiting from our tax optimization intelligence
Quick Processing
See results in just 15-20 seconds, allowing for rapid iteration and refinement
Ready to build your own plan that works for you?
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