Skip to main content

Step-Up Plan & Funding Map

Start where you are. Raise it a little every year.

A step-up plan matches real life: contributions grow as income grows. A small annual increase quietly outperforms a flat amount you never revisit.

Step-up plan at 18

$30,782

Flat contribution at 18

$17,659

Difference

$13,123

Your step-up

Child's age today5
Starting monthly amount$75
Annual increase10%
Assumed annual return6%

By 18 you'd be contributing $235 a month, having put in $22,070 in total.

Step-up vs. flat

Future Funding Map

Which milestones this plan reaches, in order of priority.

  • First car / insurance buffer

    $8,000 · cumulative $8,000

    Funded
  • Trade or certification program

    $15,000 · cumulative $23,000

    Funded
  • Two years of community college

    $25,000 · cumulative $48,000

    Not yet
  • Launch fund (deposit + buffer)

    $20,000 · cumulative $68,000

    Not yet
  • Four-year degree support

    $60,000 · cumulative $128,000

    Not yet

Hypothetical projections at a constant assumed rate. Milestone costs are illustrative ranges, not quotes or forecasts.