Which goals does the plan cover?

Modified on Fri, 7 Aug at 4:08 PM

Your goals come from what you tell us in the survey.

Retirement is planned for everyone. It's the largest amount most people will ever need to fund, and it's the one goal you can't borrow your way out of.

Your child's college education is added if you tell us you have a child. The date is fixed by your child's age, so the earlier it's in the plan, the smaller the monthly amount needs to be.

Your own goals — a home, a car, a sabbatical, anything with a cost and a date — can be added on top.


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