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Welcome, Client!

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Consumer Debt Total

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Credit cards, auto, and personal loans.

Mortgage Debt Total

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Primary residence mortgage balance.

Key Asset Values

No assets loaded. Add them in Manage Assets!

Detailed Debt Accounts

No debts loaded. Add them in Manage Debts!

Overall Debt Elimination Progress

Debt-Free Target Date

N/A

Total Debt Paid Off: 0%

Next Payment Due: Oct 25 (Example)

Remaining Time: N/A

Manage Financial Assets

Add, edit, or remove your various assets (e.g., savings, investments, property).

Add New Asset

Asset Name

Current Value (USD)

Expected Annual Return (%)

E.g., enter 7.00 for 7.00%. Used for goal projections.

Icon Type

Your Current Assets

Assets will appear here after data loads.

Total Asset Value

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Manage Financial Debts

Update your balances, interest rates, and minimum payments for accurate forecasting.

Add New Debt

Debt Name

Current Balance (USD)

Interest Rate (%)

Minimum Payment (USD)

Debt Type

Your Current Debt Accounts

Debts will appear here after data loads.

Total Debt Liability

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Financial Goal Planning

Set clear financial targets and track your progress toward achieving them using asset projections.

Set New Goal

Goal Name

Target Amount (USD)

Link Target Asset

Select an asset to use its value and RoR for projections.

Annual Contribution (USD)

Total amount you plan to save/invest per year.

Currently Saved/Allocated (USD)

This amount is separate from the linked asset's current value.

Priority

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Your Active Goals

Goals will appear here after data loads.