Your Life
Before we look at numbers, let's understand what matters to you. This shapes everything that follows. All sections are optional.
Life Goals
In your own words — there are no right answers.
What matters most?
Drag to rank these from most (top) to least important to you.
1🛡
Security
Protecting what we have
2🕊
Freedom
Flexibility and choice
3🌱
Legacy
Leaving something behind
4✨
Experience
Living well now
Honest questions
These help us understand how you think about trade-offs. No wrong answers.
Would you accept a lower income now to have more security later?
Would you consider working longer to retire more comfortably?
Is leaving an inheritance important to you?
Your responses are saved with your plan and used to personalise the AI analysis.
1 / 8