Andrew Hartzell
Allow to see net worth projections - similar to fidelity, vanguard, or other retirement projection visuals - based on your monthly/annual investments, contributions, and account growth.
Possible improvements could include:
  • Adjust avg. investment growth
  • Adjust contributions to find the difference in net worth delta (I.e., what if I invested $200/m instead of $150/m
  • Look at projections for next year, five years, ten years, etc.
This would allow the user to see if what they are doing - current budgeting, investing, loan balances - will meet their goals by their personal timeline.