Dashboard Goals Cash Flow Investments Protection Tax Estate Actions

Goals

Last updated: Apr 7, 2026
Total Goals
4
Active tracking
On Track
3
75% on track
Needs Attention
1
Business exit pace
Avg. Completion
64%
Ahead of schedule

Emergency Fund

Complete
100%
Target $50,000
Current $52,400
Timeline Achieved Oct 2025

6 months of living expenses secured in high-yield savings. Well done — this is your financial foundation.

Retirement (Age 60)

On Track
72%
Target $2,500,000
Current $1,800,000
Timeline 2038 (12 years)
Monthly Contrib. $2,500/mo

At current pace with 7% avg return, you'll reach $2.8M by age 60. On track to exceed target.

College Fund (2 Kids)

On Track
45%
Target $200,000
Current $90,000
Timeline 2034 (8 years)
Monthly Contrib. $750/mo

529 plan for both children. At current funding + 6% growth, projected to reach $196K. Consider increasing by $100/mo to close gap.

Business Exit ($2M)

Needs Attention
38%
Target Valuation $2,000,000
Est. Current Value $760,000
Target Exit Year 2032 (6 years)

Action required: Current growth trajectory reaches ~$1.4M by 2032. Need to increase revenue or improve margins. Consider: documenting SOPs, reducing owner-dependence, diversifying client base.