Tutorial Videos

Learn how to improve each financial category

Master Your Financial Health

Our comprehensive tutorial series covers all six financial categories. Each video provides actionable strategies and real-world examples to help you improve your DREAMS Score and build lasting financial security.

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Debt Management

Using the DREAMS Score Debt Management Tools

Learn how to use the adjustment tabs to lower your DTI ratio, reduce credit utilization, and improve your debt score

Key Topics:

Using the Adjust Parameters tab for debt inputsHow DTI ratio changes affect your scoreCredit utilization slider walkthrough
0:37
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Retirement Readiness

Using the DREAMS Score Retirement Planning Tools

See how to adjust retirement parameters and use scenarios to plan for your financial future

Key Topics:

Adjusting retirement age and contribution amountsUsing Scenarios to compare retirement plansUnderstanding projected balances at 65 and 85
0:35
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Expense Management

Using the DREAMS Score Expense Tracking Widgets

Walk through the expense management tools to optimize your savings rate and reach financial goals

Key Topics:

Editing monthly income and expense parametersHow savings rate impacts your overall scoreUsing the expense breakdown widgets
0:37
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Asset Building

Using the DREAMS Score Asset Building Dashboard

Explore the asset management tools and learn how diversification and growth affect your score

Key Topics:

Adjusting total assets and allocation parametersUnderstanding the assets multiple metricUsing diversification sliders
0:44
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Money Management

Using the DREAMS Score Money Management Tools

Learn to use the cash flow and emergency fund widgets to build financial stability

Key Topics:

Adjusting liquid assets and emergency fund parametersUnderstanding emergency fund coverage metricsUsing the monthly savings tracker
0:37
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Security Protection

Using the DREAMS Score Security Protection Tools

Walk through the insurance and protection widgets to close coverage gaps and protect your family

Key Topics:

Adjusting life insurance coverage parametersUnderstanding the coverage gap calculatorUsing living benefits sliders
0:41

Ready to Improve Your Score?

Watch these tutorials, then update your financial parameters to see your DREAMS Score improve in real-time.