intellisteps by intellicents

Invite code required from a financial professional.

Take control of your financial health by doing easy things every day to help improve the impact of your money! Don’t know where to start? Don’t worry. Just enter your age and income, and intellisteps instantly gives you a target plan. It’s that easy!

With your simple-to-follow target plan, you’ll be able to better oversee your retirement funds, budgeting, emergency savings, and even insurance coverage -- right from your phone. Complete weekly and monthly spending challenges designed with guidance and backed by the knowledge and experience of financial professionals. You can even sync bank accounts, credit cards, and loans to get a more accurate view of all your finances in one convenient place.

YOUR PERSONAL TARGET PLAN:
Everyone’s financial life looks different. When you start using the intellisteps app, all you have to do is enter your age and income and you’ll instantly get a target plan. This plan gives you information to let you know if you’re on or off track in areas such as: retirement, emergency savings, debt, budgeting, and insurance.

CHALLENGES:
intellisteps will suggest weekly and monthly challenges like reducing spending in certain lifestyle areas, to help encourage you to make changes that result in real improvement. Seeing your progress is encouraging and helps keep you aware of spending habits that may be keeping you from reaching savings goals faster.

BIG PICTURE OVERVIEW:
When you sync your bank accounts, credit cards, and loans to your profile, intellisteps will be able to give you a more detailed target plan that includes your monthly payments, helps track your spending habits, and suggests more accurate ways to adjust your budgeting to get you and your finances where you want to be.
Investment advisory services offered through intellicents investment solutions, inc., an SEC registered investment adviser.