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Strong foundation
Your financial health across 9 active stages. Score based on emergency coverage, net worth, savings rate, tax efficiency, insurance, goal progress, and estate readiness.
78
/ 100
Overall health score
Net Worth
$2,104,500
Assets minus liabilities
Portfolio
$265,000
40% cash · Fidelity WROS
Emergency Fund
6.2 months
$45,000 liquid
Tax Rate
22.0%
Effective · NJ
Goals On Track
2/4
Emergency fund + Japan trip
🤝 Household · Eric & JaneDemo mode — fictional data
👆 Explore any stage — click to see full detail
📈 Portfolio🏦 Net Worth💰 Cash Flow📊 Forecast🛡️ Emergency🧾 Tax❤️ Insurance🎯 Goals📜 Estate🔬 What-If Lab
🎯 Financial Independence Date
Jul 2032
6y 1mo away
$NaNk invested76%Target: $2760k
Saving $7,467/mo
$16,667
Income/mo
$9,200
Expenses/mo
$7,467
Saved/mo
⚙ Your financial stages
⠿ Drag cards to reorder
⠿
🏠
90
Net Worth
$2,104,500
33% debt-to-asset · 778 score
⠿
💰
80
Monthly Cash Flow
44.8% saved
$35,733 in · $10,813 out
⠿
📊
90
Cash Flow Forecast
$16,667/mo income
Saving $7,467/mo · 44.8%
⠿
🏕
80
Emergency Fund
6.2 months
$45,000 liquid · 4.5% yield
⠿
📈
80
Investment Portfolio
$265,000
40% cash · Fidelity
⠿
🎯
70
Goals & Timeline
2/4 on track
$57,000 saved · $3,300/mo
⠿
📋
70
Tax Situation
22% bracket
Max 401(k) saves $5,170
⠿
❤️
80
Insurance Coverage
5 active policies
$4,320/yr · all covered
⠿
📄
60
Estate Plan
73% ready
Missing trust + digital vault
⠿
🌎
Not set up
Economic Overlay
AI-powered
Live economic health score
→ Open to set up
⠿
🔭
80
What-If Lab
3 opportunities
2 warnings · 1 success
⠿
🤖
Not set up
AI Analysis
Set up
Overview, deep dives, chat
→ Open to set up
✨ Priority actions (6)
1
Deploy excess cash — 40% in money market is above optimal allocation
This quarter
2
Maximize 401(k) contributions — saves $5,170/yr at your 22% marginal rate
This quarter
3
Set up revocable living trust to avoid probate on $2.1M estate
This year
4
Subaru goal needs $667/mo more to reach 2030 target
Review
5
Emergency fund slightly above target — deploy excess into higher-yield account
Review
6
Enter your financial data in Stage 11 to generate personalized AI recommendations
Start here
📈 Setup progress
🏠 Net
90%
💰 Monthly
80%
📊 Cash
90%
🏕 Emergency
80%
📈 Investment
80%
🎯 Goals
70%
📋 Tax
70%
❤️ Insurance
80%
📄 Estate
60%
🌎 Economic
—
🔭 What-If
80%
🤖 AI
—
💳 Debt overview
Total debt
$687,500
Across all liabilities
Monthly payments
$3,400
Per month
Annual debt cost
$40,800
Interest + principal
Payoff optimizer
Open Stage 2 →
📅 Upcoming reminders
📋
Annual estate plan review due
Jun 15
Review
💳
Car insurance renewal: Geico Auto
Jul 1
Review