New Feature - Net Worth Enhancement

Hi everybody. This is Erin from the product design team here at Bolden and I'm here to bring you this small but mighty change that can help you monitor your net worth over time. So when you log into Bolden, you are on this overview page and if you scroll down to the bottom you can see that we have a section dedicated to your net worth. On the right hand side we show you how your net worth is projected to grow over time. Start starting today in 2024. And on the left hand side, we showcase your current net worth as well as your projected net worth at longevity. We are now introducing this new capability to understand how your current net worth may have changed from the month prior. In this updated version, the first thing that you'll notice is that your net worth section has moved up the page for increased visibility. But more importantly, we've highlighted your two key metrics. Your your current net worth value as well as the change since last month. We've also retained our future focus metrics like your net worth at retirement as well as your net worth at longevity because these two metrics are key in putting your net worth into context. So for example, your current net worth might fluctuate month to month and these. These metrics will help you see those fluctuations in context of your long term plan. The final new piece are the buttons and the links here. The button on the top right will lead you to our projected net worth insight page that gets into the nitty gritty of each specific account and how we expect those accounts to grow over time. You can also go back and update your plan details to make sure that your net worth numbers are based on the most accurate and up to date information. Thank you so much for joining me today to explore the impact of tracking your net worth. We are super, super excited to continue building features that will help you build confidence and clarity in your financial journey. So please continue to stay tuned for what's coming next.