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Since your last visit
Monthly check-in
Review what changed.
Suggested by the advisor
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Moved since the plan
Our plan
What we’re working toward.
Goals, commitments, and the reasoning behind them.
Goals
Action items
How we protect the plan
Guardrails
Kept true throughout: there is no finishing line, only a state to hold.
Rules we follow
Put off
Why this plan
What’s shaping the plan
See the assumptionsWhat could change it
Reasoning & the fine print
Why the loan plan waits
Why
What would change our mind
Assumptions this plan was adopted with The assumptions, on Projections →
The numbers behind this
Between us
Planning sessions
Add your balances under Accounts and the projection appears here.
Projection
Independence estimateHousehold
A simple annual model, not a forecast: today's balances under Accounts, carried forward year by year on the assumptions and decisions under Assumptions, in future dollars.
Advanced
Try a home purchase
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The home
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Household · Future dollars · Rounded to $1,000
Changes
Housing costs & cash
How this forecast works
Changes ahead
Changes ahead
What we assume
People and accounts
Changes here update shared inputs used across projections.
What you've decided
Decisions for this projection
Our plan’s shared decisions
Advanced worksheet
A separate overlay: its figures never change the plan.
What happens when you type over a figure
Current values as JSON
Transactions
Category rules
Spending
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Spending
Contributions
Protection & estate
Side by side
Every row is computed live from the balances under Accounts. Independence is the year at 7% market returns, with the 5–9% range underneath. Every other path is measured against our plan as saved.