Financial Advisor Dashboard

Budgeting, debt payoff, investment comparison, tax prep, and spending signals — all in one place.

Monthly Budget Health

$4,400surplus

Savings rate: 19.6% · Status: positive

Total Debt Balance

$486,500

Est. monthly interest: $3086.13

Debt vs Investing Signal

Prioritize guaranteed debt payoff before incremental investing.

After-tax expected return: 680.00%

Recommended: AVALANCHE strategy

Pays highest APR first · Usually minimizes total interest paid · Best default when cash flow is stable

  1. 1Visa Rewards$14,500 @ 24.99% APR
  2. 2HELOC$62,000 @ 9.25% APR
  3. 3Mortgage$410,000 @ 6.75% APR

Debt Paydown vs Investing

Debt Paydown (69%)Investing (31%)

69% of progress allocated to interest mitigation vs 31% to investment growth.

Monthly Spending Signals

Placeholder data — import statements via the Statements page.

Housing

$4,100

Food

$1,350

Travel

$900

Insurance

$740

Subscriptions

$310

Charity

$500