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Chapter 1Starting point

Set your money goals

Turn what you want into a clear, doable money goal.

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Step 2 of 5

What matters most to you?

Planners start with values, because goals built on what you truly care about are the ones you stick with.

Tick the three that matter most to you right now

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  • If you had five healthy years left, what would you want to do with them?
  • Ten years from now, what would you regret not having started today?

Your answer saves as you type

Common reasons people save

  • Even out good and lean years
  • Be ready for emergencies
  • Make a big purchase or down payment
  • Grab an investment opportunity
  • Upgrade your future lifestyle
  • Become financially independent
  • Leave something for family or a cause
  • Simply feel secure
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