Goals
Track progress toward the family's financial milestones
Emergency Fund
51%
Mortgage Payoff
68%
Retirement
23%
College Fund
15%
Emergency Fund
6 months of expenses in liquid savings
$15K saved51.3%Goal: $30K
Current
$15,400
Remaining
$14,600
Target
$30,000
Target: 6× monthly expenses (~$22K/mo → $30K floor)
Mortgage Payoff
Eliminate primary residence mortgage
Target: 2045
$680K saved68.0%Goal: $1.0M
Current
$680,000
Remaining
$320,000
Target
$1,000,000
Remaining principal — tracking extra principal payments
Retirement
Combined retirement accounts (IRA, 401k, brokerage)
Target: 2045
$452K saved22.6%Goal: $2.0M
Current
$452,000
Remaining
$1,548,000
Target
$2,000,000
On track at current contribution rate
College Fund
529 savings for 5 kids
Target: 2035
$38K saved15.2%Goal: $250K
Current
$38,000
Remaining
$212,000
Target
$250,000
Targeting $50K per child — continue $500/mo contributions
Goals use placeholder data. Wire goals table or account balances to make them live.