Financial Goal Calculator

Financial Goal Calculator

The Financial Goal Calculator is flexible:

  • You can choose to plan just one goal, any combination of two goals, or all three goals.
  • Work in any order you like.
  • View your plan online, print it or save it as a PDF to your own computer.
  • Save your information for a future visit (create an account or download a file).


Terms of use.

To get the most out of your FGC session, you may wish to gather some information before you start. See this list.

There is a link on every page to Frequently Asked Questions (FAQs) if you need help. You may also like to learn about the assumptions made by this tool.

New users: Enter your monthly household income and then choose a goal to get started. Click "Go to dashboard" to see your overall plan and choose another goal.

Returning users: Login to your account or import the data file you saved during your last session. If you did not create an account or download your data during your last session, you will need to start over.

To adjust your income, click the "Edit" button next to "Available monthly income" on the dashboard.

Note: For security purposes, your session will time out after 20 minutes of inactivity.