Next Best Action
Get personalized recommendations on your next financial move based on your current situation.
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How It Works
The Next Best Action feature analyzes your financial data from across the site and provides personalized recommendations on what to focus on next. The system considers:
- Your emergency fund status
- Debt-to-income ratio
- Savings rate
- Investment levels
- Overall net worth
Improvement Areas
Savings Rate
Increase monthly savings
Debt Management
Pay down high-interest debt
Emergency Fund
Build 3-6 months of expenses
Investment Focus
Asset Allocation
Optimize your portfolio
Cost Reduction
Minimize investment fees
Diversification
Spread investments across assets