Onboarding Overview

The onboarding process is designed to set up new users on the system efficiently. This section provides a technical overview of how the onboarding process is implemented.

Steps to Onboard a User

  1. Setting Up User Information

    • Collect the user's date of birth (DOB).
    • Gather information about the user's net monthly income.
    • Obtain details about the user's monthly savings.

  2. Creating a Goal

    • Users can create one of the following goals:
      • Financial Freedom
      • Emergency Fund
      • Custom Goal

  3. Viewing the Plan

    • After setting up their goals, users can view their personalized financial plan.

  4. Updating the Plan

    • Users have the option to make updates to their financial plan as needed.

  5. Making the First Investment

    • Once the plan is set, users can proceed to make their first investment.

This structured approach ensures that users are thoroughly set up and ready to start their investment journey.