Financial Goal Planner - Plan Multiple Life Goals

About Financial Goal Planner

Our Financial Goal Planner helps you plan and achieve multiple life goals simultaneously. Whether it's buying a house, children's education, dream vacation, or retirement, plan everything with a unified investment strategy.

How to Use This Goal Planner

1. Set your monthly investment budget
2. Add all your financial goals with target amounts and timelines
3. Assign priority levels to each goal (1-5, where 5 is highest)
4. Choose goal categories and set inflation adjustment
5. View unified plan with SIP allocation for each goal
6. Get portfolio allocation recommendations

Key Features

• Multiple Goals: Plan unlimited goals simultaneously
• Priority Based: Allocate budget based on goal priorities
• Inflation Adjusted: Account for inflation in future costs
• Budget Analysis: Know if your budget is sufficient
• Portfolio Allocation: Get asset allocation recommendations
• Timeline View: See when each goal will be achieved

Goal Categories

Our planner supports various goal categories including Emergency Fund, House Purchase, Children's Education, Retirement, Vacation, Vehicle, Wedding, and custom goals. Each category helps in better planning and tracking.

Goal Planning Tips

• Always prioritize emergency fund first (3-6 months expenses)
• Set realistic timelines - rushing goals increases risk
• Review and adjust goals annually
• Account for inflation, especially for long-term goals
• Diversify investments based on goal timelines
• Keep short-term goals in low-risk instruments
• Start early to benefit from compounding