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Your personal financial garden overview

New Assessment
Assessment in progress — Question 12 of 12 complete. Continue  or  start fresh.
65
Score
Balanced Growth — The Thriving Garden
Apr 02, 2026
Total Portfolio
$725,000
Growth Allocation
0% 55% growth 100%
Quick Actions
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Soil
Fixed
$145,000
Current
20%
Ideal
45%
Roots
Variable
$295,000
Current
41%
Ideal
0%
Harvest
Managed
$285,000
Current
39%
Ideal
55%

Assessment History

2 total
Date Score Profile Portfolio Status Action
Apr 02, 2026 65 Balanced Growth — The Thriving Garden $725,000 Complete View
Mar 08, 2026 17 Capital Preservation — The Protected Garden $458,000 Complete View