Plan Your FI Milestones

Your Copilot treats financial independence like a game you can win. Milestones turn big-money goals into clear checkpoints that update the moment your net worth moves.

What You See

• Live progress – Each milestone shows percentage complete and the dollars left to reach it. Sell an asset or add fresh cash and the bars jump instantly.
• Tailored timelines – Tell Copilot where you plan to live and the lifestyle you’re aiming for; it recalculates the path so your checkpoints fit your cost of living and timeline.
• Always-visible next step – The dashboard highlights the milestone you’re approaching so every session starts with “here’s the next win.”

How Copilot Helps

• Ask “How close am I to Coast FI?” or “What’s my next checkpoint?” and Copilot answers with the latest numbers.
• Need to adjust targets? Just describe the new cadence (“Let’s target Lean FI in Lisbon”) and Copilot updates the milestones for you.
• Celebrate progress. When a milestone is cleared, Copilot announces it in chat and guides you to the next level.

Your FI journey stays front and centre, recalibrated to your plans and powered by real-time data.