A life-oriented financial plan
Plan your money around the life you want to build.
Understand your monthly money, choose what matters to you, and turn your income into a plan for your life.
Reference
Needs 50%Wants 30%Future 20%
A commonly used guideline — a starting point, not a rule.
Your Plan
Needs 45%Lifestyle 20%Future 35%
Your plan puts more toward your future. It belongs to you.
Your Goals
- Travel
- Emergency Fund
- Career
- Home
Your Goals
Built around what matters to you.
TTravel
Set money aside for a trip you want to take.
EEmergency Fund
Build a safety net for unexpected expenses.
CCareer Development
Save toward courses, certifications, or a career change.
HHome Purchase
Plan ahead for a home down payment.
EEducation
Save for tuition or other education costs.
LLong-Term Savings
Set aside money for a goal further down the road.