Engine

Wealth Trajectory Engine

Project wealth across 10, 20, 30 years and into retirement using income growth, promotions, savings, and cost-of-living assumptions.

Projections

4 horizons

Inputs

5 levers

Method

Monte Carlo + scenarios

Personalized

Yes

Projections

  • 10-Year Wealth Projection
  • 20-Year Wealth Projection
  • 30-Year Wealth Projection
  • Retirement Wealth Projection

Inputs

  • Income growth
  • Promotion growth
  • Investment assumptions
  • Savings assumptions
  • Location costs