Because you’re more than just your credit score, your Financial Picture focuses on your income, emergency savings and past spending patterns to go beyond the numbers, giving you a more holistic view of your finances.
By taking our 10-minute financial assessment, you’ll receive insights into how you compare with others and tailored recommendations to improve your specific financial situation.
Your Cash Flow is determined by measuring your monthly income against your expenese.
Your Cash Cushion represents the total amount of savings you have in case of an emergency.
Focused on previous spending patterns, Past Balances evaluates your debt associated with credit cards.
Together, we help you create a personalized path to financial wellness. In order to do this, we can’t rely on a one-size-fits-all solution. Rather, we make it easy for you to make the right choices for you.
Using your Financial Picture, in conjunction with your Payoff Personality and stress level, you’ll receive personalized recommendations, peer comparisons and insights with actionable next steps.
Based on your situation, receive curated recommendations to improve your finances.
See how your spending and savings measures up against people like you.
From new products to useful insights, get a wide range of next steps to help you make positive changes.