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Knowledge Base

  1. Defining Goals 

    1. I don’t know how much I will need for my goal?
    2. I want to add a retirement goal but it is greyed out, what gives?
    3. I want to make my goal start further into the future but I only see up to 25 years.
    4. What level of importance should I set for my goals?
  2. Defining My Profile 

    1. I am currently spending on one of the goals I have added, should I exclude that amount from my expenses?
    2. I don't know how much I spend?
    3. Should I provide my income before or after taxes?
    4. What types of assets should I include in my profile?
  3. For Financial Services Firms 

    1. How do I contact LifeWellth for partnership / advertising opportunities?
  4. General Questions 

    1. Are you a financial advisor?
    2. Can I generate a report or spreadsheet to print or share with others?
    3. Can I turn off the notification messages I am receiving?
    4. How can I change the assumptions used in the analysis?
    5. Is my information private and secure?
  5. Getting Around LifeWellth 

    1. How can I see more detail for each goal?
    2. How do I add a goal?
    3. How do I complete / edit my financial profile?
    4. How do I delete goals?
    5. How do I see my assessment?
  6. Interpreting Results 

    1. How should I interpret my plan?
    2. My forecast is rainy or stormy, should I be worried?
    3. My forecast is sunny but I was very ambitious in setting my goal, is the analysis correct?
  7. Troubleshooting Problems 

    1. I set my goal on the right time, but now it is showing in a different location and the time is wrong?
    2. I touched a button but nothing happens.
    3. The app crashes or goes into a continuous loop, what should I do?
  8. All articles 

    1. I don’t know how much I will need for my goal?
    2. I am currently spending on one of the goals I have added, should I exclude that amount from my expenses?
    3. How should I interpret my plan?
    4. Are you a financial advisor?
    5. How do I contact LifeWellth for partnership / advertising opportunities?
    27 articles 

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