Welcome back, Jordan
Ready to level up your future?
Your Wealth Identity
“Having money means I get to choose my own path, help the people I care about, and not stress about what's next.”
You're making real progress.
55% complete — keep going to unlock your full Wealth Plan
What's Next
Your personalized to-do list to stay on track
FAFSA deadline approaching
Complete Step 3: Parent financial info
You're $65 away from your Emergency Fund goal
Add funds now to hit your $500 target
Pick up Lesson 4: Budgeting Basics
You stopped at the 50/30/20 rule—almost done
Check out Software Engineering
Matches your interest in tech and problem-solving
Finish your AI CFO budget setup
Add your monthly expenses to complete your budget
Set up your College Savings goal
Start planning for your education expenses
Your Goals
4 active goals • You're doing great!
Emergency fund
Short-term Savings
College savings
Long-term Savings
Explore 3 career paths
Career Planning
Open a bank account
Financial Foundation
Everything in One Place
Quick look at what's happening across your account
Financial Learning
You've knocked out 4 modules this month—you're right where you should be. Keep it up!
Your next lesson is on budgeting, which connects directly to your goals. Time to put what you learned into action!
AI Career Coach
Based on what you're into, we've found a solid career match worth exploring.
Check out at least 2 more careers to see different paths and what they could pay over time.
AI CFO (Budget)
You're making smarter money moves—what you've learned is actually showing up in how you spend!
$435 / $500 saved (87% complete). You're almost there—your first big win is right around the corner!
FAFSA Navigator
You're on Step 3 of 5, deadline's Feb 1st (94 days out). Waiting on your parents for the next part.
We'll text your parents next week to keep things moving—one less thing for you to worry about.