WealthTogether Investments
Goal Planner
Compare retirement, home, education, family, and lifestyle goals in one plan. Set assumptions for each goal and see their combined monthly savings commitment.
Your goals
Add at least two goals to compare. Each can have its own timeline and assumptions.
Your results will appear here.
Enter your assumptions and calculate a scenario to see the summary, chart, and year-by-year projection.
Projections are illustrative. Each goal is calculated independently using its inflation, expected return, and existing savings assumptions. Fees, taxes, and market variability are not included.
How goal projections work
Each goal's target amount is increased annually by its own inflation assumption. Existing savings and monthly SIPs grow at that goal's expected annual return, divided by 12 and compounded monthly. SIP contributions are assumed at the start of each month. The combined SIP is the sum of the separate goal contributions; it does not assume shared or overlapping withdrawals. Fees, taxes, and market variability are not included.