Hi Alex! 👋

65/100

Financial Score

Recent Achievements

First Milestone

Unlocked!

Welcome back, Alex!

Ready to continue your financial journey? You're doing great!

Last login: 2 days ago
7-day streak

Overview Dashboard

Progress Overview

3/7

Milestones Started

Recent Activity

Applied for Credit Card

Pending

2 hours ago

Budget Updated

Completed

1 day ago

Goal Tracker

Save $1K by Dec $750

75% complete • $250 to go

Credit Score 700+ 685

97% complete • 15 points to go

$2,450

Monthly Savings

12

Active Matches

5

Tools Used

21

Day Streak

Milestones Roadmap

Emergency Fund Setup Completed

Build a $1,000 emergency fund for unexpected expenses

Completed on Oct 15, 2024 • Duration: 2 weeks
$1,000
Target achieved

Credit Score Improvement In Progress

Raise credit score from 650 to 700+ through strategic actions

Started Nov 1, 2024 • Expected completion: Dec 15, 2024

70% complete • Current score: 685

685/700
15 points to go

Investment Portfolio Not Started

Start investing with a diversified portfolio of $5,000

Planned start: Jan 1, 2025 • Estimated duration: 3 months
Pending
Prerequisites needed

Top Matches

Chase Sapphire Preferred

Credit Card • $95 annual fee

92%

Fit Score

60K points bonus

Vanguard S&P 500 ETF

Investment • 0.03% expense ratio

88%

Fit Score

Low fees

Quick Tools

Your Matches

Chase Sapphire Preferred

Credit Card

92%

Fit Score

Annual Fee: $95
Sign-up Bonus: 60,000 points
Related Milestone: Credit Score

Why This Match?

Based on your travel preferences and current credit score of 685, this card offers excellent rewards and is within your approval range.

Vanguard S&P 500 ETF

Investment Fund

88%

Fit Score

Expense Ratio: 0.03%
Min. Investment: $1
Related Milestone: Investment Portfolio

Why This Match?

Perfect for your beginner investing goal. Low fees and broad market exposure align with your risk tolerance and timeline.

Marcus High-Yield Savings

Savings Account

76%

Fit Score

APY: 4.25%
Minimum Balance: $0
Related Milestone: Emergency Fund

Why This Match?

Good option for growing your emergency fund with competitive rates and no fees, though you already completed this milestone.

Rocket Mortgage

Home Loan

65%

Fit Score

Interest Rate: 6.75% APR
Down Payment: 3-20%
Related Milestone: Real Estate

Why This Match?

Future consideration for home buying. Your current financial profile shows potential, but focus on other milestones first.

Showing 4 of 12 matches

Tools Hub

Budget Planner

Track income and expenses

Active
Monthly Budget
Income: $4,500
Expenses: $3,200
Remaining: $1,300

71% of budget used

Credit Score Simulator

Predict score changes

Popular
Current Score: 685 Target: 700+
Projected Score: 715

Expected in 3-6 months

Resume Builder

Professional templates

New
Resume Progress 3 of 5 sections
Personal Info
Work Experience
Education
Skills
References

60% complete

Loan Calculator

Calculate payments

Essential
Monthly Payment: $487.53
Total Interest: $4,251.80

More Tools Coming Soon

Investment Tracker

Coming Q2 2025

Mortgage Calc

Coming Q2 2025

Student Loans

Coming Q3 2025

Insurance Guide

Coming Q3 2025

Notifications

3 New

New Match Available

2h ago

Chase Freedom Unlimited (94% fit) is now available for your credit profile.

Milestone Update

5h ago

Credit Score improved to 685! You're 15 points away from your 700+ goal.

Community Activity

1d ago

Sarah M. shared tips on "Building Emergency Fund" - 12 likes, 4 comments.

System Update

2d ago

New features added to Budget Planner - Enhanced categorization and reports.

Community Forum

JD

First Job Tips - Recent Grad

Started by John D. • 24 replies • 156 views

Latest: "Great advice on negotiating salary!" - 3h ago

Hot
SM

Investment Strategy for Beginners

Started by Sarah M. • 18 replies • 203 views

Latest: "Index funds vs individual stocks" - 1d ago

Popular
MK

Credit Card Rewards Optimization

Started by Mike K. • 31 replies • 287 views

Latest: "Travel vs cashback cards comparison" - 2d ago

Achievement Badges

First Milestone

Unlocked Nov 2024

Week Warrior

7-day login streak

First Match

Applied to first match

Goal Crusher

Complete 5 milestones

Community Star

50 forum posts

Master Planner

Use all 8 tools

Settings