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    Financial Forecast

    Explore forecasting tools with Alex Thompson's sample data

    PRO

    Your Financial Snapshot

    Based on your current financial data

    How to use this tool

    • Get Started: Choose a preset plan (Beginner) or create a custom scenario (Advanced).
    • Scenarios: Adjust income, expenses, and investment contributions to see the impact on your net worth.
    • Compare: Select up to 4 scenarios to compare them side-by-side in the Comparison tab.
    • Analyze: Check the Analysis tab for smart insights and recommendations.

    Net Worth

    $1,490,200

    Monthly Net Income

    $18,750

    Monthly Expenses

    $9,520

    Investment Balance

    $751,000

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    What's your main financial goal?

    Choose your top priority and we'll create a personalized plan

    Smart Insights

    Personalized recommendations based on your financial data

    Great Savings Rate!

    Great!

    You're saving 49% of your income. This is above average and puts you on track for financial freedom.

    Opportunity to Invest More

    Tip

    You could allocate more of your savings to investments. Consider increasing by $1846/month.

    💡 At 8% annual return, this could add $332,280 over 10 years.

    On Track for $1M+

    Great!

    Based on your current trajectory, you're projected to reach $3.4M in net worth within 10 years!