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Product · For you · One-off service

The DateGoal planning

A plan to reach a dated goal: how much, by when, and what to change.

For a goal with a date: a home, education, a reserve or retirement. We work out how much you need, by when, and what to change in your budget now.

01 The Date

Who it’s for

  • You are saving for a flat, a down payment or a renovation
  • You are planning your children’s education
  • You want a reserve that covers six months of living costs
  • You are thinking about retirement and want to know how much to save

02 The Date

What you get

  • The goal amount, adjusted for inflation
  • Monthly contribution and timeline
  • What to change in your budget to make the goal realistic
  • Checkpoints at 3, 6 and 12 months

03 The Date

How it works

  1. 01

    Request

    You send a request and describe the goal in a few words.

  2. 02

    Goal and numbers

    You send details of your income, spending and savings.

  3. 03

    Calculation

    Your professional models scenarios: amount, date, monthly contribution.

  4. 04

    Plan

    You get a plan with checkpoints and discuss it with your professional.

04 The Date

What we need from you

  • The goal: what, roughly how much and by when
  • Income and regular spending
  • Current savings and debts

Questions

What if my goal is unrealistic by my date?

We will tell you honestly and show the options: move the date, change the amount or raise the contribution. The decision is yours.

Can I plan several goals?

Yes. We show how they share your budget and in what order to work towards them.

Book The Date

Send a request: we will clarify the task and tell you the price.

Book The Date Message on WhatsApp

Other products

All products for you

  • One-off service

    Day OneFinancial Check-up

    We review your income, spending and debts and write a 12-month plan.

    • Income and spending broken down by category
    • Debt review: the cost of each loan and the order to repay them
    • The reserve you need and how to build it
    • A written 12-month plan with concrete steps
    Duration
    On request
    Price
    Price on request
    Book Details

  • Ongoing service

    Personal CFOMonthly subscription

    Your own finance professional every month: check-ins, budget review, decisions before big purchases.

    • A monthly check-in and budget review
    • A short report on how you are tracking against the plan
    • Advice before big purchases and decisions
    • Plan updates when your life changes
    Duration
    On request
    Price
    Price on request
    Book Details