Sample plans

Explore our Sample Plans
I am ready, what should I be doing next?
Oliver is ready to start working on his financial future. A first step for him is paying his credit card debt.
I need to save more, but how much?
Mary wants to pay down some debts and to have a cushion for emergency.
Am I good with my savings?
Emma has a solid career and wants to start a family. She wants to know if her savings are where they should be.
How much of our savings is enough to get the kids through college?
Lisa and Noah have been saving for a long time, but they wonder if they have enough for kids college.
Do I need to prepare better to retire comfortably?
James wants to join his partner in retirement in a few years and is curious if he has enough to retire comfortably.
More Than a Financial Plan:
Financial Life Plan
What are my projections for the next 5 years?
Lisa and Noah want to know how to maintain or grow their net worth over the next 5 years.
What are my projections for the next 5 years?
Lisa and Noah want to know how to maintain or grow their net worth over the next 5 years.