Based on the data that you provided Wallet1000 our algorithms assigned you a series of recommended actions to take (your next steps) that will bring you closer to financial wellness. Additionally your financial advisor might have assigned you some next steps based on your conversations with them.
You will see each recommended step in this section where you can find a little more information about them or mark them complete. You will also receive regularly scheduled reminders about these next steps until you have completed them all.
Some of these next steps can be completed in minutes while other might take some serious planning, effort, and sacrifice to complete. All are part of your financial plan and will put your and your family in a better financial position. We urge you to not procrastinate and regularly take the actions that will provide a better future for you and your family!