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Thank you for sharing your work. This is cool I like how quickly you can get to some suggestions. Feedback: - If saving for a home is an immediate goal, and t

Thank you for sharing your work. This is cool I like how quickly you can get to some suggestions. Feedback: - If saving for a home is an immediate goal, and the simulation showed it to be successful, (99% likely), Have an entire graph dedicated to showing how deceiving, down payment and mortgage payments will work. Given present macro: - be sure to provide some idea that your mortgage calculations reflect realistic rates. Many calculators assume low. Maybe you already factor in a refinance? Mention it! Whether a retirement will happen is boring compared to whether we are on track to buy a home. I’d suggest even splitting the results into completely separate pages with way more things to do / detail in each. - a cash drawdown into stocks now? The knife is falling presently. Perhaps some trimmings on preparing to enter the market, but surely you wouldn’t advise home down payment money be invested immediately? the market is ~in free fall. - please make the slider buttons larger and easier to grab - when making user wait, show “running simulations” or maybe a calculations looking animated spinner so it’s clear what is happening during that pause. (Your fancy math) perhaps brand your simulator with a cool name Ask for an email but also provide some idea of amaze privacy / unsubscribe. (We don’t track you, we delete accounts, always your choice etc. and honor this super consumer friendly stance toward finance.

gerad 4y ago
Thanks so much for the awesome, actionable feedback. These are some fantastic ideas. The idea about separating out results is one we've been kicking that around recently too, but you got to it a lot faster than we did. :-) On "surely you wouldn’t advise home down payment money be invested immediately?" this is actually a really cool part of our product, we change your asset allocation based on how proximate your goals are… so if you have an upcoming home purchase, we recommend the savings you need for it is allocated much more towards bonds and cash, while any savings for goals is allocated toward higher growth opportunities. We need to highlight that more. Here's a screenshot of how it works in the product: https://imgur.com/a/78CwP83 https://imgur.com/a/78CwP83 Thanks again for the supportive and constructive feedback! Really, really appreciated.
- bredren 4y ago
  You're welcome. Just seeing the reply now. I did not realize the product had the asset allocation thing. If you see this, I'd suggest mentioning that this information is available if you sign up for the product. You may have said this in there, but I'd also suggest making it clear that all the information already entered will be imported automatically. (they don't have to do it all again)

gerad 4y ago

Thanks so much for the awesome, actionable feedback. These are some fantastic ideas. The idea about separating out results is one we've been kicking that around recently too, but you got to it a lot faster than we did. :-) On "surely you wouldn’t advise home down payment money be invested immediately?" this is actually a really cool part of our product, we change your asset allocation based on how proximate your goals are… so if you have an upcoming home purchase, we recommend the savings you need for it is allocated much more towards bonds and cash, while any savings for goals is allocated toward higher growth opportunities. We need to highlight that more. Here's a screenshot of how it works in the product: https://imgur.com/a/78CwP83 https://imgur.com/a/78CwP83 Thanks again for the supportive and constructive feedback! Really, really appreciated.

bredren 4y ago
You're welcome. Just seeing the reply now. I did not realize the product had the asset allocation thing. If you see this, I'd suggest mentioning that this information is available if you sign up for the product. You may have said this in there, but I'd also suggest making it clear that all the information already entered will be imported automatically. (they don't have to do it all again)