My Dashboard Your personal Money-Wise action plan, learning progress, financial health and saved tools. @if (! $user->profile_completed_at && ! session('onboarding_snoozed')) @endif

My dashboard

@if ($user->segment) {{ \Illuminate\Support\Str::headline($user->segment) }} journey @endif

Karibu, {{ $user->firstName() }}.

One clear move at a time. Your dashboard adapts as you assess, plan and learn.

Profile

{{ $nextAction['label'] }}

{{ $nextAction['meta'] }}

{{ $nextAction['title'] }}

{{ $nextAction['description'] }}

{{ $nextAction['cta'] }} @if ($financial) View my full report @endif

Your money path

{{ $metrics['path'] }} of 4 stages complete

{{ $pathProgress }}%

This measures your progress through the Money-Wise process, not your wealth or worth.

DiagnosePlanLearnReview

Health score

{{ $metrics['score'] !== null ? $metrics['score'].'%' : 'Not set' }}

Lessons finished

{{ $metrics['lessons'] }}

Saved plans

{{ $metrics['plans'] }}

Active courses

{{ $learning->where('enrollment.status', '!=', 'completed')->count() }}

Your roadmap

The Money-Wise path

A useful sequence, not a pile of disconnected features.

{{ $metrics['path'] }}/4 stages complete
@foreach ($path as $index => $step) $step['status'] === 'complete', 'border-wise-300 bg-wise-50 shadow-sm hover:-translate-y-0.5 hover:shadow-brand' => $step['status'] === 'current', 'border-navy-100 bg-navy-50/40 hover:border-navy-200 hover:bg-white' => $step['status'] === 'upcoming', ])>
$step['status'] === 'complete', 'bg-wise-400 text-navy-950' => $step['status'] === 'current', 'bg-white text-navy-400 ring-1 ring-navy-100' => $step['status'] === 'upcoming', ])> 0{{ $index + 1 }}

{{ $step['label'] }}

{{ $step['title'] }}

{{ $step['status'] === 'complete' ? 'Done · open' : ($step['status'] === 'current' ? 'Your current stage' : 'Coming next') }}

@endforeach

Financial snapshot

Your current baseline

@if ($financial) @php $previousScore = $financialHistory->count() > 1 ? (int) round($financialHistory->get($financialHistory->count() - 2)->percent) : null; $scoreDelta = $previousScore !== null ? (int) round($financial->percent) - $previousScore : null; @endphp
{{ (int) round($financial->percent) }} /100

{{ $financial->band?->label ?? 'Report ready' }}

@if ($scoreDelta !== null)

$scoreDelta > 0, 'text-rose-600' => $scoreDelta < 0, 'text-navy-500' => $scoreDelta === 0, ])>{{ $scoreDelta > 0 ? '+' : '' }}{{ $scoreDelta }} pts

since last check

@else

Checked
{{ $financial->completed_at->format('j M Y') }}

@endif
@foreach ($financial->dimension_percents ?? [] as $dimension => $percent) @continue(! isset($dimensionMeta[$dimension]))
{{ $dimensionMeta[$dimension]['label'] }} @if ($dimension === $focusDimension) Focus @endif {{ (int) $percent }}%
$percent >= 67, 'bg-amber-400' => $percent >= 34 && $percent < 67, 'bg-rose-400' => $percent < 34, ]) data-grow-width="{{ max((int) $percent, 3) }}">
@endforeach
@if ($financialHistory->count() > 1)

Score over time

@endif
Full report @if ($canRetake) Retake now @else Retake {{ $nextRetake?->diffForHumans() }} @endif
@else

No baseline yet

Complete the free check to unlock a focused plan and tailored recommendations here.

Get my score
@endif

Your academy

Keep learning, keep moving

Short, practical lessons with your progress saved automatically.

Browse the academy
@if ($learning->isNotEmpty())
@foreach ($learning as $item)
{{ $item['enrollment']->progress }}% complete

{{ $item['course']->title }}

@if ($item['enrollment']->status === 'completed') @endif

{{ $item['completed_lessons'] }} of {{ $item['total_lessons'] }} lessons complete

{{ $item['enrollment']->status === 'completed' ? 'Review:' : 'Next:' }} {{ \Illuminate\Support\Str::limit($item['next_lesson']?->title ?? 'Open course', 38) }}

{{ $item['enrollment']->status === 'completed' ? 'Review' : 'Continue' }}
@endforeach
@else

Your learning space is ready

Start with a free lesson or follow the course picked for your current financial focus.

See my recommendation
@endif
@if ($recommendedCourse || $recommendedGuide)

Picked for you

Recommendations with a reason

@if ($recommendedCourse)
Recommended course
{{ $recommendedCourse['lesson_count'] }} lessons·{{ $recommendedCourse['minutes'] }} min· {{ $recommendedCourse['is_free'] ? 'Free course' : 'Paid programme' }}

{{ $recommendedCourse['course']->title }}

{{ $recommendedCourse['reason'] }}

{{ $recommendedCourse['is_free'] ? 'Start learning' : 'Explore programme' }} @unless ($recommendedCourse['is_free']) @endunless
@endif @if ($recommendedGuide)
Free guide

Read next

{{ $recommendedGuide->title }}

{{ $recommendedGuide->description }}

Open the guide
@endif
@endif

Your planning desk

Saved calculators & plans

Reopen a result, update the numbers, or build the next useful plan.

See every tool
@foreach ($savedPlans as $plan)
Saved

{{ $plan['title'] }}

{{ $plan['summary'] }}

Updated {{ $plan['saved_at']->diffForHumans() }}

 @endforeach @foreach ($toolStarters as $tool)
Create plan

{{ $tool['title'] }}

{{ $tool['description'] }}

Open tool

@endforeach

Know yourself

Your assessments

@forelse ($assessmentCards as $item)

{{ $item['assessment']->title }}

@if ($item['attempt']) {{ $item['assessment']->isProfileMode() ? ($item['attempt']->band?->label ?? 'Result ready') : ((int) round($item['attempt']->percent)).'% · completed '.$item['attempt']->completed_at->diffForHumans() }} @else {{ $item['assessment']->est_minutes ?? 4 }} min · not taken yet @endif

{{ $item['attempt'] ? 'View result' : 'Start' }} @empty

Assessments will appear here when published.

@endforelse

Recent activity

Your momentum

@forelse ($activity as $event) {{ $event['title'] }} {{ $event['detail'] }} {{ $event['date']->diffForHumans() }} @empty

Your completed checks, plans and lessons will appear here.

@endforelse
@if ($consultant)
{{ collect(explode(' ', $consultant->name))->map(fn ($n) => mb_substr($n, 0, 1))->take(2)->implode('') }}

Your Money-Wise consultant

{{ $consultant->name }}

{{ $consultant->title }}

@if ($consultant->specialties)
@foreach (array_slice($consultant->specialties, 0, 4) as $s) {{ $s }} @endforeach
@endif
Email {{ explode(' ', $consultant->name)[0] }} @if ($consultant->phone) WhatsApp @endif
@else

Need a human perspective?

Bring your score and saved plans to a focused conversation.

The team can see the work you have already done, so your consultation starts with context instead of starting over.

Book a consultation
@endif
@if ($financialHistory->count() > 1) @push('scripts') @endpush @endif