ARM resets in November, payment rises $1,436
The reset takes your payment from $3,772 to $5,208. Redirecting the $2,100 a month currently auto-investing covers the gap without selling anything.
ProposedAsk CFO →
Modules
Findings.
Your CFO works through your financial picture one area at a time and files what deserves your attention. Nothing gets lost and nothing nags.
Findings
4 openIdentified Savings$38,000
Open Findings4
Areas with Findings3Mortgage, Portfolio, Cash
Your CFO works through your financial picture one area at a time.
Anything worth your attention lands here and stays here until you act on it or set it aside.
Mortgage · 1 findingsARM resets NovemberReview Mortgage →
Portfolio · 2 findings6 accounts, cost basis availableReview Portfolio →
Cash · 1 findings2 high-yield accounts connectedReview Cash →
Illustrative preview · sample data, no personal information
How findings work
Surfaced, sized and held until you decide.
Found while you sleep
Findings appear on their own as your CFO works through your picture. You do not have to ask. Anything worth your attention lands here and stays here.
Sized in dollars
Where the numbers allow, a finding carries what it is worth: identified savings, embedded losses and the figures behind the call, drawn from your actual accounts.
A status, not a nag
Accept it, execute it, complete it or set it aside. A finding holds its place until you decide, then steps out of your way.
On demand
Ask for a review of any area.
Reviews when you want them
Pick an area of your financial life and your CFO reviews it now, returning findings you can act on or dismiss in one sitting.
Every finding is a conversation
Ask your CFO to walk through the reasoning, size the tradeoffs or lay out the next step. The finding is the start, not the verdict.
One picture. Working around the clock.
Connect your accounts and your CFO starts reading.