Reports
A printable summary of your profile, readiness, plan and progress.
Sample Community Church · Atlanta, GA
Participant profile
Name: Allan Ellis
Household: Household of 3
Church: Sample Community Church
Cohort: Spring Financial Foundations Cohort
Member since: 2024-02-10
Current sharing setting: aggregates
Readiness score
60of 100
Overall readiness
Needs attentionBanking74
Credit61
Budgeting68
Protection (insurance)52
Saving & investing47
Planning58
Plan snapshot
2 of 5 tasks complete · 1 of 4 milestones reached.
- Automate $50/paycheck to savings
- Call card issuer about a lower APR
- Compare two term life insurance quotes
- Enroll in employer retirement match
- Complete the Credit module in Learning Library
Goals
- Emergency fund (1 month expenses)$520 of $1,500
- Pay off store credit card$400 of $1,200
- Christmas & holiday fund$180 of $600
- First retirement contribution milestone$0 of $1,000
Learning progress
3 of 9 lessons completed.