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aligned
Education
Money Tools
Book a Call
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Join our beta group!
Education
Money Tools
Book a Call
Login Account
Join our beta group!
Hot Pepper Quiz
Me & My Partner, Just Me Carly Portch 2025-01-27 Me & My Partner, Just Me Carly Portch 2025-01-27

Hot Pepper Quiz

Discover your financial “spice-tolerance” with the risk tolerance quiz! See if you’re a risk-taker or a safety-first planner and get tips to align your money mindset with your goals—and even your ideal financial partner!

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Financial Scales
Me & My Partner, Just Me Carly Portch 2019-03-11 Me & My Partner, Just Me Carly Portch 2019-03-11

Financial Scales

Try out our Financial Fitness tool to see how your numbers stack up against the recommended breakdown of needs (money that has to get spent each month), wants (variable purchases) and savings (anything for a future rainy day)!

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Where do I go next?!
Just Me Carly Portch 2019-03-11 Just Me Carly Portch 2019-03-11

Where do I go next?!

Discover your next move on the path to financial freedom—with resources to make taking action feel simple and stress-free!

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Disclaimer:
The information provided on this website is for general informational and educational purposes only and should not be considered financial advice. We are not licensed financial advisors, and the tools, resources, and content shared here are not a substitute for professional advice. Any decisions made based on the information provided are at your own discretion and risk. For personalized advice tailored to your unique financial situation, we recommend consulting with a qualified financial advisor or other professional.