Financial Services & InsuranceComing soon: built and tested

Financial Goal Planner

Goal-based financial planning workbench

Licence price

S$15

One-time licence
Emailed to you after payment

Goals (retirement, education, home, emergency, travel, vehicle, wedding, custom) with target in today's money, date, savings
Monthly contribution with yearly growth, risk profile
Priority and owner
Seeded Monte Carlo (annual log-normal returns, configurable profiles/inflation/simulations/seed) giving probability of success
Median and 10-90 range
And required monthly contribution for a target confidence (exact per-path solve)
Fan chart with 10-90/25-75 bands
Target line and contributions plus hover/keyboard tooltips
Today's vs future money
What-if scenario (extra monthly, lump sum, move date, target %, approach) with before->after probability and Apply to goal
Monthly budget allocation by priority with covered status and 'use allocation as contributions', KPIs
Validation banner with Fix, search/sort, CSV export, viewMode full/goals/projection, phone tabs, read-only, disabled, empty