The future of financial planning is here
The Hazel Financial Planning Agent builds bespoke financial plans, in a fraction of the time.
Hazel revolutionizes the financial planning experience for clients and advisors
When it takes minutes to build a financial plan that used to take 10+ hours, everything changes.
Spend up to 47%* more time with clients
Hazel combines detailed client insights with a deep analysis of their financial documents so you can spend less time in spreadsheets and more time with clients.
First-class planning for every client
Hazel frees you from background work so you can offer everyone the same full-service advice you’d reserve for your highest net-worth clients.
Be prepared for every “what if”
Hazel builds a bespoke financial plan for you to review with clients, using interactive tools and graphs that let you walk through scenarios with clients and make live adjustments.
*Plan-building time figures are Kitces Research industry baselines (2024). The 47% figure also includes Hazel user survey data. Individual results will vary.
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"Hazel lets us go deeper with every client. We can instantly investigate dozens of tax and financial scenarios that would have taken an advisor hours, letting us offer better advice to more clients."
Financial planning, reimagined at every stage of the process
Hazel gets to know your client as well as you do
With details captured from client meetings, CRM entries, notes, and emails, Hazel remembers everything about your clients’ goals and financial situation and uses it to help you create a financial plan tailored to their unique needs.
Get results you can trust
Hazel uses AI for what it’s best at: parsing documents, uncovering patterns, and analyzing client data. It leaves the calculation to actual calculators so you can always trust it with your clients’ data.
Give clients full-spectrum financial planning, all in one place
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Cash flow overview
Get the total picture of clients’ income streams, expenses, and taxes in a single unified view.
Retirement readiness
Show net worth and liquidity projections that update based on different withdrawal scenarios.
Tax Strategy
Uncover hidden tax opportunities and see in real time how different scenarios impact clients’ tax liability.
Investment optimization
Show how different asset allocation and tax management strategies affect clients’ expected rate of return.
Estate & risk planning
Hazel models tax-efficient ways to pass wealth on and creates strategies for life, long-term disability, and health insurance plans.
When your team plans on Hazel, the entire firm changes
Win over more clients, faster
Create immediate, long-lasting trust with clients by connecting your advisors with the right details, right when they matter.
Excellence comes standard
Every client gets your best work, no matter which advisor they see. Hazel runs your firm's playbook on every account, so each advisor performs like your strongest.
