Iva Goal: Savings Planner

Turn financial overwhelm into a clear roadmap for your future. Whether you are aiming for a comfortable retirement, fully funding a college 529, or saving for a new roof, Iva Goal bridges the gap between your current account balances and your life's biggest targets. Assign your savings to the goals that matter most, and use automatic projections to see when you’ll cross the finish line. • All accounts, one view: Track HYSA, brokerage, retirement, and 529 balances in one place. • Set targets and dates: Create goals like retirement, college, a new roof, or a future trip. • Map money to what matters: Assign percentages of each account to one or more goals and see your true progress. • Automatic projections: Estimate contributions and returns to forecast if you’re on track—and what to change. • Guided setup: Get started fast with simple onboarding (no transaction tracking required). Build confidence in your plan and stay focused on the long game. Download Iva Goal today. (Note: Projections are estimates for planning and not guarantees.)