Get Started

Quick Setup Guide

Let's Calculate Your Dreams Score Online

Choose how you'd like to get started. You can explore with sample data first, or jump straight into entering your own financial information.

Choose Your Path

Quick Start with Sample Data

View a pre-filled sample dashboard to explore all features, then customize the numbers to match your situation using the adjustment sliders.

Start New Client

Create a fresh client profile and enter financial data directly on the dashboard. See scores update in real-time as you fill in each category.

What You'll Need

Gather the following information for the most accurate score. Don't worry if you don't have exact numbers — estimates work too.

Debt Information

  • Total outstanding debt (credit cards, loans, etc.)
  • Monthly debt payments
  • Credit card balances and limits
  • Annual gross income

Retirement Savings

  • Current retirement account balance (401k, IRA)
  • Monthly retirement contributions
  • Expected retirement age
  • Current age

Income & Expenses

  • Monthly take-home income
  • Monthly living expenses
  • Housing costs (rent/mortgage)
  • Utility and insurance costs

Assets & Investments

  • Total investment portfolio value
  • Real estate equity
  • Cash and savings accounts
  • Other valuable assets

Cash & Liquidity

  • Emergency fund balance
  • Checking account balance
  • Monthly savings amount
  • Liquid assets total

Insurance & Protection

  • Life insurance coverage amount
  • Disability insurance coverage
  • Number of dependents
  • Estate planning status

Tips for Best Results

1

Use the Adjustment Sliders

After viewing your score, use the "Adjust Parameters" tab to fine-tune individual values and see how changes affect your score in real-time.

2

Watch the Video Tutorials

Each category card has a "Video Tutorial" button that shows you exactly how to use the tools and widgets for that area.

3

Try Different Scenarios

Use the Scenarios feature to compare your current situation with "what-if" plans — like paying off debt faster or increasing retirement contributions.

4

Check Recommendations

Your score comes with 45+ personalized product recommendations and strategies tailored to your specific financial profile.

Ready to See Your Score?

Start with sample data to explore, or enter your own information for a personalized assessment.