A Dashboard that informs and inspires

Take action today with customized insights and analysis

Know where you stand

The Dashboard displays your top-level finances including your Wealth Score, Assets, Debts, Expenses, and Income. Moreover, we highlight key insights that help you hone in on what you're doing well and where you can improve.

Accomplish your goals

Changing financial habits feels impossible. However, with the Goals Dashboard you can improve your focus, measure your progress, and stay motivated. My simple approach provides you with the foundation you need to tackle your financial goals.

Achieve peace of mind

When it comes to big financial decisions, there's often no going back. In such a high-stakes scenario, you need the correct tools to give you the best chance of success. Whether you want to figure out if refinancing makes sense or determine the most optimal way to pay down your debt, we've got you covered.
Check out your Dashboard