Getting Started: Discovery Phase
Welcome to Adviice!
During the “Discovery” phase we want to gather all the important information regarding your current finances. The Discovery process has been tailored based on the information provided in your Profile. The information in each section will help us create a detailed picture of where you are today.
Missing Information? If you find that you're missing a section, or can't enter an account or debt source into a section, you can add it in your profile.
We recommend reviewing the Profile section before getting started to ensure your settings are correct. Although it may seem overwhelming at first, it actually goes quite quickly.
Where Do I Start?
There are 11 sections in the Discovery phase. We recommend that you move through them one at a time until you have completed each section. Once finished, you can move to the Foundation Phase and finally to the Planning Phase where all the elements of your plan will come together.
You can click each link below to visit the Getting Started summary for each section.
- Optional: Goals & Values - This section is not used for plan calculation, but can be a valuable exercise
- Optional: Risk & Inv. Profile - This section is not used for plan calculation, but can be a valuable exercise
- Income
- Expenses
- Assets
- Debts
- Net Worth
- Insurance
- Tax & Benefits
- Investment Plan
- Optional: Document Uploads - Only used when working with an advisor
Simple vs Detailed
Each section includes a toggle in the top left corner to move to Simple or Detailed mode.
Simple mode will only show you the fields that are required to create a plan, while detailed mode will show you all the potential fields in each section.