Plan Health
On Track
74%
Retirement Ready
You're on track to retire at 42 with €8.2M. Continue current savings rate to improve to 85%.
Net Worth
+4.2%€4,280,000
+€172,000 this month
Invested Portfolio
+2.8%€3,420,000
Across 6 accounts
Cash & Liquidity
Review€860,000
€180K above target
Deploy idle cash
€180K sitting in your current account. Recommend moving to diversified portfolio.
Contract renewal approaching
Your contract expires in 8 months. I've modeled 3 negotiation scenarios.
Tax deadline reminder
Spanish tax filing due in 45 days. All documents are ready.
