EQ Tool — Comprehensive Financial Planning
What is your financial independence number?
5 questions. Find out how much you need, where your gap is, and what it would take to close it.
Question 1 of 5
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Annual lifestyle
What do you estimate your annual household spending to be (current, pre-tax equivalent)?
Under $150,000 per year
$150,000 – $300,000 per year
$300,000 – $600,000 per year
Over $600,000 per year
Current assets
What is the approximate value of your current investable assets (excluding primary home and business)?
Under $500K
$500K – $2M
$2M – $5M
Over $5M
Target timeline
At what age would you like to have the option to stop working?
Before age 50
Age 50 – 60
Age 60 – 65
Age 65 or later
Savings rate
What percentage of your gross income are you currently saving and investing?
Less than 10%
10% – 20%
20% – 35%
Over 35%
Planning foundation
Do you have a written financial plan with a documented FI target and retirement income projection?
Yes — a documented plan reviewed in the last year
Partially — I have rough estimates but nothing formal
No — I'm working toward FI but haven't built a formal plan
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