F
FORGE
Model real scenarios faster with Bundles — home purchases, auto loans, and more

Net Worth

$21.72M

Savings Rate

—

Effective Tax

—

FI Date

Oct 2030

Alex 42, Jordan 40 · 100.0% · 5y

Display
Net Worth
Horizon
Simulation

Net worth projection

Financial Independence
Move to Texas
Early Retirement

Accounts · Jan 2056

Assets

Liabilities

Net worth$21.72M

Nearby events

🎯

Financial Independence

Condition-triggered · Net worth reaches 25x annual spending ($3M target)

Joint Checking goes negative

Account balance drops to -$5K in 2031. Consider adjusting contributions or expenses.

Projected eight-figure net worth

Your simulation projects $21.7M by the end of the horizon.

Financial Independence

After-tax portfolio vs. target retirement spending

Target

$2.64M

auto
$/yr
1 / 25×
%
spending ÷ SWR

$2.64M

$19.2M after-tax today100.0% of target

FI date

Oct 2030

Alex 42, Jordan 40

Years to FI

5

Goal Seeking

Reverse-engineer your financial targets

Earliest date your portfolio supports your spending

$
%

Money Flow

No tax data available for this period.