Financial Goals Monte Carlo Simulation

Multistage Monte Carlo simulation with glide paths and multiple financial goals for comprehensive life-cycle planning

Portfolio Monte Carlo Simulation Overview

This Monte Carlo simulation supports planning for financial goals and related spending. Multiple cashflow goals can be applied based on different life stages, and the simulation supports the use of a linear glide path to transition from a career stage growth portfolio into a retirement stage income portfolio.

Simulation Model Configuration

Planning Type

Years to Retirement

Glide Path Years

Portfolio Type

Initial Amount

Simulation Period in Years

Tax Treatment

Simulation Model

Use Full History

Bootstrap Model

Inflation Model

Rebalancing

Starting Portfolio

Total0.00%

Ending Portfolio

Total0.00%

Financial Goals

Goal #1

Purpose (optional)

Type

Amount

Inflation Adjusted

Starts In (Years)

Frequency

Repeat Type

Occurrences