The Prospr dashboard has been simplified to include what’s most important to you—your goals, the next steps you need to take, your financial standing—so you can spend your time focusing on what matters most – living life to the fullest while knowing that you and your loved ones are on track and well taken care of.
Everything you need for your health, wealth and protection goals, all in one place.
Where to start
If you’re already signed up with Prospr
To access your dashboard, simply sign in to your profile and you’ll be taken to your dashboard to view your current status.
If you’re not signed up with Prospr
What are you waiting for?Begin by signing up, going through your Quick Start Assessment, and then you’re on your way.
What you’ll see when you get to your dashboard
When you get to your dashboard, you’ll see an overview of your profile, with info like:
- Your name, occupation, and pronouns
- Your household members
- The advisors you’ve worked with or who are available to you
- Your last appointment
- Your net worth!
Here, you can edit your profile, add a household member, or book an appointment.
View all of your goals in one place
As you continue your journey through your dashboard, you’ll see all of your goals laid out in one place—from insurance amounts to health goals to your monthly savings budget and even your bigger life goals.
To see your progress on each of your chosen goals, simply click on the icon and you’ll be directed to a new page that will inform you of your status or next steps for that goal.
Your financial standings and roadmap
Here’s where the money side comes in. Ever been curious about your net worth? Wondering what your cash flow is really looking like these days? With the information you entered in your Quick Start Assessment, we give you a snapshot of each of these, plus a personalized financial roadmap.
Your financial profile includes key information:
- The value of your fixed assets
- Any debts you carry
- Your annual income
- How much money you have in savings
- What your expenses are
- Any cash you have left over!
How to maintain progress on your goals
Once you’ve provided your profile details, financial standing and reviewed a snapshot of your progress on your chosen goals, we’ve made it easy for you to keep looking toward the future - and fulfill the goals you set for yourself.
In the My Next Steps section of your dashboard, you’ll find a convenient list of your financial goals and what you need to do to keep checking off those boxes.
Here, you’ll find suggestions like:
- When it’s the right time to book an appointment with an advisor
- If you need to return to a goal and complete the assessment
- What you can do to progress to the next step in achieving a goal
- Which insurance products might be the right fit for you
Where to go to learn more
We understand that goal setting can be daunting, especially when it has to do with huge life priorities, like determining your will or building a budget to suit your lifestyle.
With all of the big questions you’re tackling, you might not always feel equipped to answer them without a little help first.
Your dashboard also includes a My Resources section, where you can go to learn more about the topics you’ll encounter when working with Prospr. Go to learn more and you can search for the topics that you’re curious about.
The big picture
Prospr is here to help you with the big picture, taking the information you’ve provided for us and streamlining it into one convenient place for you to look at your own big picture.
So, while you work in your dashboard—clicking through all your goals, checking in on your progress, learning how to take the next steps—remember that you can always check in with an advisor as you go along, someone who’ll help you remain on track and who can simplify the process if you get overwhelmed.
To book an appointment with a Prospr advisor, click book an appointment and find a date and time that works for you. Or just call our convenient 1-800 number and get connected to someone right away, 8 a.m. to 8 p.m. ET on weekdays and 10 a.m. to 4 p.m. ET on Saturdays. If you have any questions about your dashboard experience or any financial concerns, they will be happy to help.
Get started today