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  1. Reference
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  3. Methodology

Methodology

Every AdvisorCalc calculator begins with a practical planning question. From there, we decide what the calculator should cover, turn the idea into working software, test its behavior, explain its limits, and revisit it when something changes. The amount of review depends on the calculator and how much it relies on complex formulas, changing rules, or time-sensitive data.

Calculator Development

See how we turn real financial planning questions into focused, tested calculators.

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Testing and Validation

See how automated checks and human review help us find mistakes and build confidence in a result.

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Assumptions and Disclosures

See how we determine the assumptions, rules, and limitations used in each calculator.

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Maintenance and Review

See what triggers a calculator review and how updates are tested, documented, and released.

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