Financial Planning
Finances can be hard to manage and are hardly engaging, let's flip that on it's head and make finances something you want to focus on.
FinPlan: Profile building + debt
In order for user's to get acurate digital financial recommendaions, they must enter some relevant data. Below is the process to which the user builds their profile and the back end algorithm can give them advice based on their current situation.
FinPlan: Profile building + Emergency Fund
After working closely with financial advisors, we were able to incorporate their reccomendations into the app. A base level emergency fund is critical to having a solid financial footing.
FinPlan: Profile building + Protection
Protecting your assets is a piece of your financial picture people often over look. By incorpoarting advice on insurance makes this product a robust financial planner, setting it apart from anything on the market.
FINPLAN: PROFILE BUILDING + Retirement
Younger users often dismiss retirement savings as something that is too far off in the future to be realistic. By introducing savings at an early age in a new easy to use product, it becomes easier and more tangible.
FINPLAN: Adding goals
Once the user has built their profile, they can go in and create simple goals to follow, like lowering your debt or opening a savings account.
