MCMOOR CAPITALKnowledge · Capital · LegacyUPGRADE

Legacy Vault

Total wealth goals

An educational tracker. Enter your own figures — Moor Capital does not connect to bank accounts.

Total wealth goals

$15,450

tracked toward $65,200 across 5 goals

24%Overall

Savings

Emergency savings

Three months of fixed costs

31%
$1,850$6,000

Debt

Card balance cleared

Avalanche order, highest rate first

62%
$2,600$4,200

Investing

Investment account contributions

Educational tracking only

28%
$3,400$12,000

Business

Business startup reserve

Formation, tools, first marketing

15%
$1,200$8,000

Property

Property down payment

Plus a separate closing-cost line

18%
$6,400$35,000

Protection

Insurance review complete

Health, auto, renters, life

50%
2 of 4 itemscomplete

Legacy

Estate-planning checklist

Beneficiaries, will, records, guardianship

33%
2 of 6 itemscomplete
Consult a professionalInsurance reviews and estate-planning checklists are starting points for conversations with licensed attorneys, accountants, insurance professionals and financial professionals.

DisclaimerMoor Capital provides financial education and informational tools. Content is not individualized investment, legal, tax, credit-repair, or financial advice. Investing involves risk, including possible loss of principal.