LifeGoal Investments

Budget Calculator #igot9months

Why 9 Months? Experts say you should have 9 months budget set aside for emergencies.

1. Input monthly expenses- the budget calculator will determine your 9 month goal

2. Buy LifeGoal ETFs- input the number of shares bought and it will calculate your progress to goal

3. Save- your inputs will auto-populate the next time you log in.

4. Create Your Team- create a team, motivate each other, and track each other’s progress (as a % of goal, not $ amount).

5. Share- Is this calculator helpful? Share with friends and family.

Mortgage/Rent

How much is your monthly mortgage or rent?

  Monthly 9 Month Goal
{{objHom.title}}
x {{objHom.total_month}} months
{{ parseFloat(objHom.monthly_value * objHom.total_month ) | currency : '$' }} {{ parseFloat(objHom.monthly_value * objHom.total_month ) | currency : '$' :0 }}
Total Mortgage/Rent 9 month Budget Goal {{dataFrm.total_hom_mortgage_value | currency : '$' :0 }}

How many shares of the LifeGoal Homeowner Investment ETF [Ticker: HOM] do you own?

 
HOM Shares
x HOM Price (NAV)
{{dataFrm.hom_nav | currency : '$' }}
Current Mortgage/Rent Savings {{dataFrm.total_hom_shares_value | currency : '$' :0 }}
% to Mortgage or Rent Goal*
{{dataFrm.hom_mortgage_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.

General

What are your monthly expenses?

  Monthly 9 Month Goal
{{obj.title}}
x {{obj.total_month}} months
{{ parseFloat(obj.monthly_value * obj.total_month ) | currency : '$' }} {{ parseFloat(obj.monthly_value * obj.total_month ) | currency : '$' :0 }}
Total General Savings 9 month Budget Goal {{dataFrm.total_savn_month_value | currency : '$' :0 }}

How many shares of the LifeGoal General Conservative Investment ETF [Ticker: SAVN] do you own?

 
SAVN Shares
x SAVN Price (NAV)
{{dataFrm.savn_nav | currency : '$' }}
Current General Savings {{dataFrm.total_savn_shares_value | currency : '$' :0 }}
% to General Savings Goal*
{{dataFrm.savn_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.

Children

How much do you spend for your children monthly?

  Monthly 9 Month Goal
{{obj.title}}
x {{obj.total_month}} months
{{ parseFloat(obj.monthly_value * obj.total_month ) | currency : '$' }} {{ parseFloat(obj.monthly_value * obj.total_month ) | currency : '$' :0 }}
Total Children 9 month Budget Goal {{dataFrm.total_chld_month_value | currency : '$' :0 }}

How many shares of the LifeGoal Children Investment ETF [Ticker: CHLD ] do you own?

 
CHLD Shares
x CHLD Price (NAV)
{{dataFrm.chld_nav | currency : '$' }}
Current Children Savings {{dataFrm.total_chld_shares_value | currency : '$' :0 }}
% to Children Savings Goal*
{{dataFrm.chld_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.

Home Down Payment

Are you planning on buying a home?

What is the price of the home?

 
$x % downpayment
House Down Payment Budget Goal {{dataFrm.total_downpayment_value | currency : '$' :0 }}

How many shares of the LifeGoal Homeowner Investment ETF [Ticker: HOM] do you own?

 
HOM Shares
x HOM Price (NAV)
{{dataFrm.hom_down_nav | currency : '$' }}
Current Home Savings {{dataFrm.total_home_down_shares_value | currency : '$' :0 }}
% to Home Down Payment Goal*
{{dataFrm.downpayment_goal_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.

Vacation

How much do you want to save for your next vacation(s)?

 
Total Vacation Savings Budget Goal {{dataFrm.total_suny_value | currency : '$' :0 }}

How many shares of LifeGoal Vacation Investment ETF [Ticker: SUNY] do you own?

 
SUNY Shares
x SUNY Price (NAV)
{{dataFrm.suny_nav | currency : '$' }}
Current Vacation Savings {{dataFrm.total_suny_shares_value | currency : '$' :0 }}
% to Vacation Savings Goal*
{{dataFrm.suny_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.

Wealth Builder

What is your goal for long term wealth?

 
Total Wealth Builder ETF Budget Goal {{dataFrm.total_wlth_value | currency : '$' :0 }}

How many shares of the LifeGoal Wealth Builder ETF [Ticker: WLTH] do you own?

 
WLTH Shares
x WLTH Price (NAV)
{{dataFrm.wlth_nav | currency : '$' }}
Current Vacation Savings {{dataFrm.total_wlth_shares_value | currency : '$' :0 }}
% to Wealth Builder Goal*
{{dataFrm.wlth_percentage}}%
*Subject to change. ETFs are not the only investment vehicle. LifeGoal is not the only investment company. Consult a brokerage firm to determine appropriate funds for you.
Reward

When Your Goals Are 100% Complete, How Are You Going To Reward Yourself?

#igot9months