Your Personal Profile – Manage Your Plan
Profile Overview
Your profile is the central hub for all the information that helps you personalize and protect your experience. From here you can view and edit your basic details, set your goal preferences, and review the activity that shapes your long‑term plan.
Personal Information
- Name – The full name that appears on all documents and communications.
- Email – The address you use to receive notifications and reset passwords.
- Phone – Optional contact number for two‑factor authentication.
- Date of Birth – Helps personalize content and verify age‑restricted features.
Keeping this data up‑to‑date ensures you receive accurate updates and tailored advice.
Goal Management
Your plan is driven by the goals you set. In the Goals section you can:
- Add new objectives with a clear title, description, and target date.
- Prioritize goals by dragging them into the desired order.
- Attach supporting documents or links.
- Review progress metrics that appear on the dashboard.
| Goal | Status | Target Date | Progress |
|---|---|---|---|
| Build an Emergency Fund | In‑Progress | 2025‑12‑31 | 45 % |
| Complete a Master’s Degree | Planned | 2026‑06‑30 | 0 % |
Notification Settings
Control how often and in what format you receive updates:
- Email Alerts – Receive summaries of new tasks or milestones.
- Push Notifications – Real‑time reminders on mobile devices.
- SMS Alerts – Optional text messages for urgent reminders.
Toggle each option in the Preferences tab to match your workflow.
Security & Privacy
Your safety is a priority. Review the following settings:
- Password – Change it every 90 days or whenever you suspect a compromise.
- Two‑Factor Authentication – Add an extra layer of protection.
- Account Activity Log – View recent sign‑ins and device usage.
- Data Export – Download a copy of all personal data in CSV format.
Regularly audit these settings to maintain the highest level of security.
Help & Support
If you encounter issues or have questions:
- FAQ – Quick answers to common queries.
- Contact Form – Reach out to the support team directly.
- Community Forum – Engage with peers and share experiences.
Your profile is the foundation for building a structured, achievable plan. Keep it current, review your goals regularly, and leverage the tools available to stay on track toward a fulfilling future.