Test
Updated: 7/15/2020
Test
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Storyboard Text

  • Meet Kelly
  • I'm doing ok, but I know I could do better. Now that I'm thinking about kids, it's time to get serious
  • Get connected
  • Intelligent Results.
  • Assessment based on data
  • Set Goals
  • Get a Plan
  • Married profesionalTech savvyLife event is triggering action
  • Time Passes
  • Alexa, did PG&E get paid?
  • Onboard anywhereConnect anything
  • Day-to-day help
  • Starbucks
  • Assess financial healthbased on user's data and behavior
  • Identify Opportunities
  • Insights into current stateHighlight positives Provide actionable areas to improve
  • Identify Problems
  • Personalized GoalsSet Goals, risk profilePrioritize desired outcomes
  • Identify Problems
  • Personalize plan to meet the user's specific GoalsActionable - we will help them execute
  • Identify Problems
  • Yes. It was $178.25. 8% higher than last month.
  • Go ahead!You're still OK on coffee this week.Keep it under $10
  • Insights into current stateHighlight positives Provide actionable areas to improve
  • Insights into current stateHighlight positives Provide actionable areas to improve
  • Checking Balance too low for scheduled Bills.Move money from Savings to cover?
  • Image Attributions:304093 (https://pixabay.com/vectors/sign-caution-warning-danger-safety-304093/) - Clker-Free-Vector-Images - License: Free for Most Commercial Use / No Attribution Required / See https://pixabay.com/service/license/ for what is not allowed

Image Attributions

  • 304093 - Clker-Free-Vector-Images - (License Free for Most Commercial Use / No Attribution Required / See https://pixabay.com/service/license/ for what is not allowed )
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