Wealth Gap Calculator

1 – Wealth Gap Calculator

How far are you from financial freedom? Find out in 60 seconds.

Find out if your track or have a wealth gap. Every year you delay financial freedom costs money. See your gap now.

Age

Desired Freedom Age

Current Savings/Investments ($)

Monthly Savings/Investments ($)

Desired Monthly Income ($)

Results

• Current projected value (average 7% annual return assumed)

• Financial Freedom Number:

• Wealth Gap = (freedom number – Projected)

• Additional Income needed per month

Case Study (John):

Current savings: $150,000
Monthly savings: $1,000
Age: 40 → retiring at 65 → 25 years
Growth rate: 6% (market avg.)
Desired income: $8,000/month

➡ Projected value = ~$1,342,000
➡ Freedom number = $2,400,000
➡ Wealth Gap = $1,058,000

At his current pace, John would fall short by over $1 million.

Wealth Gap

If your current pace finds you falling short join us. Get a customized Wealth Plan to close the gap by converting debt to savings, and leveraging wealth strategies.