This module will help you understand how your savings will grow and how much you need to set aside for emergencies while you set your long-term financial goals.
Funding Your Financial Freedom
This module will identify the factors that go into setting a retirement target and the types of funds to help you reach that goal.
Saving for Other Milestones
This module will focus on other long-term financial priorities/major purchases, including buying a home or a car. It will help assess true costs for each and the different funds that can help you reach these goals.
Funding Your Child's Education
This module focuses on the ways you can prepare to pay for your child's education, including how much it will likely cost, different types of funding, and the different types of accounts you can use to reach this goal.