Managing Your Profile

The Profile page in Frank allows you to manage your personal and household information, ensuring your financial planning experience is accurate, personalized, and up to date.

You can access this page by selecting your name from the bottom left-side navigation, and then Settings.

About You

In this section, you can update key personal details that help Frank tailor your experience.

You can manage the following information:

• First Name, Last Name, and Preferred Name

• Email and Phone Number

• Street Address, City, State, and ZIP Code

• Time Zone

• Birthday

After making changes, click Save Changes to update your profile.

Family Members

The Family Members section helps Frank better understand your household dynamics for more accurate financial planning.

In this section, you can:

• Add or Remove family members

• View existing members and their name, relationship to you (e.g., spouse, child), and age for easy reference.

Additional Information

This section captures key financial and household details that shape your personalized recommendations.

You can specify:

• If you share finances with a spouse or partner

• If you have or plan to include children in financial planning

• Your Annual Household Income range

If you select not to include children in financial planning, this will hide child-related content on the site and will let Frank know not to bring it up.

Goals

The Goals section lets you set financial priorities and aspirations.
Simply check the boxes that best describe your goals, such as:

• Buy a home

• Put an estate plan in place

• Get ready for retirement

• Help me invest smarter

• Pay off debt without stress

• Reduce money stress

• Make sure I’m saving enough

• Spend money without guilt

Once selected, click Save Changes to update your financial focus areas.

Tips

• Review your profile periodically to keep your information up to date.

• Update your household and goal information so Frank can provide the most relevant financial guidance.

• Remember, any updates you make are saved securely and will be reflected immediately across your planning tools.