Your financial planning command center
Review core metrics, open the right model fast, and turn projections into next-step recommendations.
Net worth
$625,000
You are carrying $260,000 in liabilities against $885,000 of assets.
FI progress
12%
Current invested assets of $210,000 versus an FI target near $1,800,000.
Retirement readiness
80%
Projected balance of $1,702,233 by age 52 against a target near $2,125,000.
Mortgage payoff
2049-03-04
The accelerated schedule projects a payoff date of 2049-03-04 instead of 2056-03-03, with about $151,140 less interest paid over the life of the loan.
Net worth and retirement projection
A portfolio-forward view of long-term balance growth under your current default planning assumptions.
X-axis shows years from today. Y-axis shows projected dollar value. The lines update as your assumptions change.
Debt breakdown
Mortgage balance
$420,000
Consumer debt
$18,000
Debt service priority
Mortgage optimization
Readiness metrics
Savings rate
16%
Retirement income target
$85,000
FI target
$1.8M
Quick simulations
Popular models
Retirement Projection
Project your nest egg, funding gap, and retirement readiness with real-time portfolio growth.
FIRE Model
Estimate when work may become optional based on savings, returns, and desired annual spending.
Compound Growth
Visualize how time and consistent contributions compound into long-term wealth.
Equity Projection
Project the future value of a stock or ETF position with price growth, dividends, and optional reinvestment.
Recently used models
Your recent planning models will appear here once you start exploring scenarios.
Saved scenarios
Save a few planning paths and they will surface here for quick review.