Planning—Other / Tools to help prioritize goals
Jun 11, 2022
Tools to help prioritize goals
I find myself having to make financial trade off decisions like should I invest more or pay off some debt. Or save more or invest. Fidelity doesn't have tools like that and I'm not about to hire one of their advisors for that. Does anyone know of any tools that can help me and my family make these kinds of trade-off decisions? I suppose I can build a spreadsheet for it but coming in here to ask if anyone knows of a tool or calc like this?
Replies (6)
Jun 11, 2022
@CraigGQZ, Not that I'm aware of but I'm looking for something like this too. So I'm following this one!
Jun 12, 2022
@CraigGQZ, I've heard of an app like this called Zaypop but I think you might need to pay for it.
Jul 12, 2022
@Brooks902, thanks!
Jul 31, 2022
@CraigGQZ, here's a quick bite-sized insight the Finny team wrote up that may help? It's here and about prioritizing your financial goals. Maybe you're beyond this point, but sharing anyway in case there's some helpful insight here.
Aug 26, 2022
@Jess225, Jess, tell the Finny team to build this!
Sep 09, 2022
@CraigGQZ, Finny's building it! So stay tuned on this one too.