Everything you need to get the most out of PeakWorth™.

PeakWorth is the financial decision engine for households — your Personal Financial Strategy OS, a real-time engine that calculates every decision's impact on your future. It takes your real income, expenses, assets, and debts and runs projections to show you exactly when you could reach financial independence, how your net worth will grow over time, and how every financial decision you make shifts your trajectory.

Here's an order that works for most people setting up their profile — you can fill things in differently if it suits you:

1. About You - Enter your age, household details, and retirement goals
2. What You Make - Add all income sources (salary, bonuses, side income)
3. Benefits & Net Paycheck - Enter employer benefits (401k, HSA, insurance)
4. What You Spend & Owe - Add monthly expenses and any debts/loans
5. What You Own - Enter your assets (bank accounts, investments, property)
6. Build Your Wealth - Direct your monthly savings to the right buckets
7. View your dashboard - See your complete financial picture and projections

Once your profile is set up, explore the Financial Decisions section to model "what-if" scenarios (buying a home, changing jobs, having kids) and see exactly how each choice shifts your financial future.