Custom financial goals
Set goals for major purchases, travel, education, or any other financial milestone you're working towards.
Wealth projections
Goal planning
Set financial goals with target amounts and dates, and see how they impact your path to financial independence.
Key highlights
Target tracking
See your progress towards each goal and how long until you'll reach it based on your current trajectory.
Impact analysis
Understand how achieving each goal affects your overall FIRE timeline and financial plan.
Priority management
Prioritise goals and see trade-offs between competing financial objectives.
Why this matters
- 1Stay motivated with clear targets and progress tracking for your financial journey.
- 2Balance short-term goals with long-term financial independence planning.
- 3Make informed decisions about when to pursue major purchases or life events.
- 4Visualise your complete financial roadmap with all goals and milestones.
How it works
- 1
Navigate to the goals section and create a new financial goal.
- 2
Set the target amount, target date, and priority level for your goal.
- 3
View how the goal fits into your overall financial projections.
- 4
Track your progress over time and adjust as needed.
Ready to start planning your financial future?
Join Wealth Dashboard and get access to all our features including goal planning.