Getting Started: Profile

The information in the Profile section helps us tailor the rest of your financial plan, so it's important that we have the correct settings for your financial situation.

The questions we ask in the rest of the Discovery sections are shown or hidden based on your profile settings.

In this section you can:

• Change your email/password
• Adjust retirement age
• Add/Remove Children
• Add/Remove Pensions
• Add/Remove Rental Properties
• Add/Remove Corporations
• Add/Remove Debts
• Add/Remove Accounts
• Add/Remove Insurance