Interactive Guides & Wizards
Complex financial decisions made simple. Our step-by-step guides ask the right questions and give you personalized recommendations based on your unique situation.
Finance
Financial planning, budgeting, and money management tools.
Why Use Interactive Guides?
Step-by-Step Process
Break complex decisions into manageable questions you can answer one at a time
Smart Recommendations
Get personalized advice based on your specific answers and situation
Actionable Results
Walk away with a clear action plan, not just numbers
Explore Scenarios
Go back and change answers to see how different choices affect your results
More Guides Coming Soon
We are building more interactive guides to help you navigate complex financial decisions.
Frequently Asked Questions
How are guides different from calculators?
Calculators give you a single result based on inputs. Guides walk you through a decision-making process, asking contextual questions and providing personalized recommendations based on your complete situation.
How long do guides take to complete?
Most guides take 3-7 minutes to complete. You can save your progress and return later if needed. Each guide shows an estimated completion time before you start.
Can I change my answers after completing a guide?
Yes! You can go back to any step and modify your answers. The guide will recalculate your recommendations based on your updated information.
Are the recommendations financial advice?
Our guides provide educational information and general guidance based on your inputs. They are not a substitute for professional financial, legal, or tax advice. Always consult with qualified professionals for major financial decisions.