Use to Set, Track and Achieve Your Financial Goals

What financial goals do you want to achieve?

Whether you’re trying to pay off all of your debt, save for retirement, or just start making some more money, caters to all types of financial goals. Adopt one of our plans created by proven financial experts, or create one of your own. Start Your FREE 30-Day Trial Today!


Need a little direction? See if one of these plans apply to your goal.

The templates below are created by financial professionals. And don’t worry, even if you choose to adopt one of our plans, you can easily modify to your liking after signing up.

Pay Off Your Debt

In most people's lives, there comes a time when you have to buckle down and pay off your debts. It's never an easy journey, yet it has to be done. We're here to help. Use this template to pay off all of your debts and start moving forward financially.

View This Plan

This plan will auto populate these fields into your goal

This plan was created by:

Brooks Hitchcock

As one of the many Achievement Specialists on, I enjoy connecting with each and every user, helping those within our community have a positive and life-changing experience. In my free time, it’s a pretty safe bet you can either find me in the gym, spending time with my friends and family, or cheering on the Detroit Lions. Please feel free to reach out to me at any time for assistance or just to say hello!

Review your finances and saving opportunities monthly.
Milestone 1
Assess Your Expenses & List Your Debts
Milestone 2
Remove Discretionary Expenses From Your Budget
Milestone 3
Pay Down Smallest Debt First
Milestone 4
Reduce Fixed Expenses & Transfer High-Interest Balances
Milestone 5
Boost Your Income
Milestone 6
Avoid Creating New Debt

Don't worry, if you want to use this plan but want to make your own unique alterations, you can easily edit this template after signing up.

Start Investing Your Money

Yes, investing your hard earned money can be difficult, but getting started doesn’t have to be. I've created a perfect investment plan for new investors to use and learn from for the present and the future. Understand this plan, and you’ll be off to an amazing start.

View This Plan

This plan will auto populate these fields into your goal

This plan was created by:

Peter Najarian

Peter Najarian is co-founder of optionMONSTER and tradeMONSTER, co-lead analyst for the InsideOptions™ trade idea alert system, and a contributor on CNBC's Fast Money. After multiple years as an NFL linebacker, Pete worked with his older brother Jon in the Chicago exchanges. Nicknamed "Pitboss", he served as president of market making firm Mercury Trading before executing a sale to the hedge fund Citadel in 2004. He co-developed the Heat Seeker®, using it for producing the InsideOptions™ alerts.

Deposit Money into your Account
Milestone 1
Decide How Much You Want to Invest
Milestone 2
Diversify: Plan a Variety of Investment Types
Milestone 3
Start Investing Your Money
Milestone 4
Create New Milestones for Each One of Your Specific Investment Goals

Don't worry, if you want to use this plan but want to make your own unique alterations, you can easily edit this template after signing up. is designed to be compatible with any type of goal that you may have. Use our advanced goal setting tools to set your goal, customize your plan, and achieve it! at a glance.

  • Action Plan

    Each goal has its own action plan, which is broken down into milestones and mini-steps.
  • Daily Email

    Receive a daily reminder of all your goals and the milestones you should be focusing on, plus informative articles directly related to your goals.
  • Real-Time Progress

    As you complete tasks, a momentum graph factors in the deadlines and challenge levels you set for each milestone, reflecting your progress in real time.
  • Team Messaging

    Our messaging system automatically syncs with your email, allowing team members to communicate on the go without having to login.
  • Saved Articles

    With a simple push of a button, store articles that you find useful or inspiring all in one place, then go back to them for later reading.
  • Vision Board

    Visualizing the things you want to achieve by creating a collection of photos can be a powerful way to stay inspired.
  • Community

    Connect with other members. Share inspiring updates. Follow your favorite authors. Give and receive encouragement.
  • Endless Articles

    Stay motived and educated by exploring throughthousands of articles. Fresh new stories are getting added to each day.
  • Self-examination

    Thought provoking questions that challenge you to think deeper about who you are, where you want to go and more importantly, who you need to become.
  • Habit Tracker

    Set and track daily behaviors that you want to form as a habit.
  • Journal

    Use your personal journal to record your plans and ideas; reflect on your thoughts and insights along your journey.
  • Publish Content

    Inspire others and build your personal brand by contributing articles to the community.
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