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Plan your future with goal-based investing
Centralize all your financial goals, monitor funding gaps, and adjust contributions as life changes.
Goal portfolio
All your goals in one place, with status, priority, and funding gaps.
Goals
Quick goal templates
Retirement
Plan long-term wealth accumulation aligned with your risk tolerance and investment horizon.
Home purchase
Save for a down payment with a clear monthly contribution plan.
Education
Fund tuition and related costs for children or further studies.
Safety net
Build an emergency fund to cover 3–12 months of essential expenses.
Create or edit goal
Capture the key details for a new financial goal or update an existing one.
Suggested next steps
1. Define your core goals
Create or update 3–5 high-priority goals that reflect your most important outcomes.
2. Link accounts and holdings
Ensure your investment accounts and holdings are up to date so progress can be calculated accurately.
3. Generate a plan recommendation
Use your risk profile and goals to generate suggested allocations and monthly contributions.
4. Monitor and adjust
Review at-risk goals regularly and adjust contributions or timelines as needed.