Setting Goals

OnTrajectory helps you visually track two types of Goals:

  1. The Date a certain Amount will be reached in the future,
  2. The % Growth Rate necessary to reach an Amount by a certain Date.

For example, 1 (below) shows when this individual will reach $500,000.

Goals

Now suppose this individual wished to know the Rate necessary to reach that Goal 3 years quicker. The 2 in the image below shows the average-growth path necessary.

Goals

Details for these two Goals are displayed in the Goals table, below.

Goals Table

To create a new Goal or to view the Goals table, click the “Goals” tab (below) — four different Goals can be created.

Goals Tab

“Trajectory reaches $_____ on this DATE”
The Date your Trajectory reaches a certain dollar Amount (if valid).

“Projected Progress reaches $_____ on this DATE”
The Date your Projected Progress reaches a certain dollar Amount (if valid).

“Trajectory reaches $_____ on _____ at this cumulative RATE”
The Rate your Trajectory needs to reach a certain dollar Amount by a certain Date. The Rate is an overall cumulative % Growth of all Accounts.

“Projected Progress reaches $_____ on _____ at this cumulative RATE”
The Rate your Projected Progress needs to reach a certain dollar Amount by a certain Date. The Rate is an overall cumulative % Growth of all Accounts.

NOTE: Setting Goals in no way alters your Trajectory — they are simply visual references.