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Book supplementals · Chapter 1

Starting Your Plan

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Work through the checklist below, then capture your numbers. When you are signed in, Save stores this chapter and syncs key fields into your Coast planner. For a hands-on historical compound illustration, open the Compound Investment Simulator.

  1. Write down the date you want to retire and the age you'll be.
  2. Write down what you currently have invested (retirement accounts, brokerage, anything). If the answer is zero, write zero — that's your starting line, not your finishing line.
  3. Open your 401(k) portal or HR benefits page. Confirm your current contribution rate. If it's below your employer's match threshold, flag it to fix it.

Your Inputs

Optional — helps anchor the age/date together.
All investment accounts combined (informational in the planner unless you map it to buckets later).
Enter as percent (e.g. 10 for 10%). Saved to your primary job in the planner.
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