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Look beyond this month

Steward+

See how your plans could unfold

Project cash and net worth over multiple years, with life events included in your plan.

In short

Forecast is included in Steward+. Explore multi-year cash and net-worth projections with life events. Projections depend on your assumptions and are not guarantees.

How it works

Forecast, step by step.

1

Start with your household

Use your household finances as the starting point for a longer view.

2

Plan for life events

Include changes in income and expenses to explore how life events could affect your plan.

3

Compare the years ahead

Review projected cash and net worth, then revisit your assumptions as life changes.

More tools

Keep exploring.

Put it into practice.

Questions people ask.

Which plan includes Forecast?

Forecast is included in Steward+, along with everything in Steward and Business books.

Are these future balances guaranteed?

No. Projections are estimates based on your assumptions; actual income, expenses and returns will differ.

Your first 7 days are free

Manage what you've been given, well.

Your first 7 days are free. Card required; charged on day 8 unless you cancel.

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