Stage index
Stage 3 · Lesson 7 / 8
Mapping Goals → Timelines → Allocation
01 / 05

Mapping Goals → Timelines → Allocation

Coach Chad, waving
Lesson 7: Mapping Goals → Timelines → Allocation. The translation layer that makes everything work.

House in 3 years, retirement in 30. Same pot of money?


Gut check before we map it out.

Assessment

You're saving for two goals at once: a house in 3 years and retirement in 30 years. Should both piles of money be invested the same way?

Coach Chad, waving
3 years and 30 years 🤔