BOSS: the operating system behind your Blueprint.
Most retirement planning tools stop at a recommendation. BOSS turns your finished Blueprint into an ongoing process — what goes in each account, how you pay yourself every month, and what gets adjusted each year as your plan evolves.
BOSS tells you what goes in each account.
Every account in your household — a spouse’s IRA, a taxable brokerage account, a 401(k) — gets its own card showing exactly how much of it belongs to which engine, with a link to the full instructions for that account.
Step-by-step instructions for paying yourself every month.
Every dollar is calculated from your own authoritative Blueprint and reconciles to your Results page — other monthly income, the Liquidity Engine transfer, the ACA Bridge, Income Engine distributions, tax withholding, and healthcare costs, added and subtracted into one net paycheck.
Monthly Review: confirm, actualize, and read the brief.
Confirm any balances that differ from your Blueprint, review your Monthly Retirement Paycheck using actual paid investment income instead of estimates, and read the BOSS Monthly Brief for concise context on markets, rates, and what it means for your plan — without turning retirement into a monthly planning exercise.
135% funded, and a paystub you can check every month.
Your Monthly Retirement Paystub mirrors your Blueprint paycheck using this month’s actual paid investment income, side by side with the BOSS Monthly Brief on markets, rates, and what it means for your plan.
Annual Review: your Blueprint stays fixed until renewal.
A new Annual Blueprint Review updates tax brackets, Social Security COLA, ACA and Medicare thresholds, and RMD timing; you confirm what’s true now — balances, spending, coverage — and the authoritative planning engine rebuilds the next 12 months from those current facts.
Your Year-by-Year Blueprint, from today through age 99.
Follow your plan across every modeled year, see the baseline plan next to an automated Roth conversion strategy, and jump straight to any planning area — financial projection, Roth, ACA, healthcare, HSA, RMD, and more.
Ask the BOSS.
Get clear answers about the Blueprint you already built — why it says what it says, what your next step is, and where to go to carry it out. Ask the BOSS answers directly from your saved Blueprint, explains using your planner’s own results rather than making up new math, and routes you to the right next action. It does not silently redesign your plan.
See the three engines up close
BOSS runs on the Liquidity, Income and Growth engines built into your Blueprint.
The 3-Engine Blueprint →Build your own reports
Slice your plan by year, by metric, or test a what-if scenario without touching your baseline.
Reports & Scenarios →Ready to see your own numbers?
Start free. About 15 minutes, no bank login, no credit card.
Blueprint Tomorrow provides educational planning tools, not individualized investment, tax or legal advice. BOSS (Blueprint Operating System & Support) is included with Premium; screens above reflect an illustrative example household and are not your personalized plan. Ask the BOSS answers from your own saved Blueprint and approved BOSS content and does not alter your plan’s assumptions, allocations or financial outputs.