Automated Financial Goal Assessment Tool

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Automated Financial Goal Assessment Tool

Inspired by a conversation on:

All the Hacks: Money, Points & Life

All the Hacks: Money, Points & Life

Contrarian Takes on Money, Risk, and Retirement with Tyler Gardner

Host: Chris Hutchins

Timestamp: 00:40:45 - 00:41:10

Listen to Episode • View Podcast • All Ideas from All the Hacks: Money, Points & Life

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Feather Flow

Direct Quote

"What do you actually want to do? Then I can kind of architect my life and build my life around now what would that necessitate?"

Market Gap

Individuals struggle to define and achieve their financial goals.

Many people find themselves trapped in traditional financial planning methods that focus solely on saving for retirement or achieving a numerical goal. This often leads to anxiety and a sense of failure when they cannot meet these benchmarks. The problem is compounded by a culture that emphasizes monetary wealth over personal fulfillment and life satisfaction. As a result, individuals may reach retirement age with significant savings but no clear understanding of what they want to do with their time, leading to dissatisfaction and even depression. A tool that helps users articulate their financial goals in terms of personal desires and life experiences can address this issue and provide a more holistic approach to financial planning.

Summary

The Automated Financial Goal Assessment Tool would help users define what they truly want from their financial life, beyond just saving numbers. By guiding users through a series of questions about their values, interests, and life goals, this tool could help create a personalized financial roadmap. For instance, instead of asking how much money they need to retire, the tool would encourage users to think about what they want to do with their time and how much money would be necessary to support that lifestyle. This app could incorporate machine learning to refine suggestions over time based on user feedback and success stories. The target audience would include millennials and Gen Z, who are often reevaluating traditional career and retirement paths.

Categorization

Business Model
SaaS
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $5,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
9/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.8/10
Found on September 17, 2025 • Analyzed on September 17, 2023 10:23 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

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