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Scenario

Budgeting

FinLevel provides a real-time customized budget that provides cash flow clarity.

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FinLevel Score

Taking into account your entire financial landscape, a FinLevel score provides a ranking of your overall financial picture.

Budgeting

Scenario Testing

Ability to see how major life events will impact your finances. Getting married? Buying a house? Changing careers? We help provide some clarity around these changes.

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Recommendations

Unbiased recommendations customized to maximize your FinLevel score and improve your finances.

Scenario

Forecasting

FinLevel creates a financial forecast to reflect the impacts of today’s financial decisions in the future.

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