White Label

Goal Tracking

Family goals progress and projections

Goals On Track

+2.1%

0%

Goal Categories

0

Total Goal Value

$0

Avg On Track

0%

Goal Categories

Education Funding

156 nests

On Track78%

$58,000,000

Property Acquisition

89 nests

On Track69%

$34,000,000

Retirement Planning

134 nests

On Track75%

$45,000,000

Generational Wealth

67 nests

On Track64%

$28,000,000

All Child Goals

Dan Williams

Williams Family · Age 8

Slightly Behind

College Fund

$28,20044%

Target: $500/mo

Sandy Williams

Williams Family · Age 5

On Track

Education Fund

$16,54220%

Target: $350/mo

Oliver Parker

Parker Family · Age 12

On Track

College Fund

$22,10058%

Target: $600/mo

Emma Parker

Parker Family · Age 8

On Track

Education Fund

$10,40035%

Target: $400/mo

Liam Parker

Parker Family · Age 3

On Track

College Fund

$5,50412%

Target: $300/mo

Diego Soures

Soures Family · Age 10

On Track

Education Fund

$17,20042%

Target: $500/mo

Sofia Soures

Soures Family · Age 6

Slightly Behind

College Fund

$12,18228%

Target: $350/mo

Daniel Blake

Blake Family · Age 14

On Track

College Fund

$38,20072%

Target: $800/mo

Sophia Blake

Blake Family · Age 7

On Track

Education Fund

$14,74925%

Target: $500/mo

Amy Chen

Chen Family · Age 11

On Track

College Fund

$18,40052%

Target: $500/mo

Kevin Chen

Chen Family · Age 7

Slightly Behind

Education Fund

$8,20031%

Target: $350/mo

Lily Chen

Chen Family · Age 2

On Track

College Fund

$4,6008%

Target: $250/mo