features/modules
onboarding
- status: student, freelancer, full time, international
- level of financial discipline: bad, learning, disciplined
- lifestyle: where do they spend money
- how many accounts, credit cards, savings
- how emotional vs practical
- life changes: new job, graduating, etc
financial management 101 (pp)
- key concepts and vocabulary: interests, capital, principle
- projections into week, months, year
- what are important to keep in mind
- budgeting based on historical data: system of rules
- identifying spending patterns
- highlight issues: impulse
- identify lifestyle: foodie, fitness, hobbies, etc.
- setting up savings account:
- coaching emotional -> practical
- figure out how to pay off quicker
