BIG NEWS!
Link to your Accounts to update progress automatically.
Click the 'link' icon on the right to get started.
First 2 accounts are FREE — unlimited linking is only $3/month
Ask questions, report issues - 24 hour response time
1986
Enter a rough estimate of your total savings. Include your bank accounts, investments, and retirement. Exclude the value of your primary residence.
Enter your annual gross income (before taxes)
Enter how much money you save each month, including savings for retirement.
"Publishing" makes a COPY of this scenario available to all OnTrajectory PowerPlan users:
All published scenarios must be approved by OnTrajectory (typically within 48-hours).
This scenario has already been published, re-publishing will update with current data.
Ready to map out your financial future? Start by watching this quick video guide.
Enter your income including, if applicable, child support, spousal support, pensions, and Social Security.
Based on your income and monthly savings, we estimate your expenses.Correct them and enter any costs we haven't considered.
Here is where to list the things you own: savings, investments, retirement accounts, real estate, and significant collections.