Roadmap 2 & 3 · Interactive Tool

Your Allocation Plan

Decide where your money is supposed to be, then see where it actually is. The gap between the two tells you your next move, so you stop reacting to headlines and start following a plan.

Set your target percentage for each asset class, then enter what you currently hold in dollars. The tool shows your real allocation and tells you where to add and where to trim. Complete your Net Worth and Inventory first, so you have the numbers ready.
Your targets add up to 0%
Asset classTarget %Current valueCurrent %Next move
Total portfolio value $0

Guidance only, not financial advice. Targets are your plan, not a recommendation. Rebalance thoughtfully and on your own timeline. A move shows once a class is more than 2 points away from your target.

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