Financial Journey Planner

Plan and visualize your wealth growth from 2025 to 2040

202520262027202820292030203120322033203420352036203720382040$0k$750k$1,500k$2,250k$3,000k
  • Total Wealth
  • Brokerage
  • 401(k)
  • 529 Plan

Wealth Milestones

Projected with 7.0% annual return on investments (5.0% for 529 plan)

$1,000,000 in 2030
Brokerage
$674,770
401(k)
$306,097
529 Plan
$33,907
$1,500,000 in 2034
Brokerage
$1,027,402
401(k)
$507,387
529 Plan
$67,662
$2,000,000 in 2037
Brokerage
$1,362,095
401(k)
$698,438
529 Plan
$97,672

Initial Assets

Childcare Timeline

Monthly Summary

Pre-Child

Total Income:$12,000
Total Expenses:$6,000
Total Investments:$5,875
401(k) Contribution:$1,875
Employer Match:$56
Monthly Surplus:$125

With Child

Total Income:$12,000
Total Expenses:$7,900
Total Investments:$4,975
401(k) Contribution:$1,875
Employer Match:$56
Monthly Surplus:-$875