/finplan:checkup¶

Review your financial plan for life changes, update your profile, accounts, and goals, and identify gaps or new opportunities.

Usage¶

Type /finplan:checkup to start a guided review.

What It Does¶

The checkup walks through your entire financial plan section by section:

1. Current Snapshot¶

Displays a concise overview of your profile, account totals, and goal progress.

2. Profile Review¶

Checks for life changes that affect planning:

• Income changes
• Employment changes (new job, retirement)
• Marital status changes
• New dependents
• Relocation (new zip code)

3. Account Review¶

Walks through existing accounts:

• Balance updates
• New accounts to add
• Accounts to close
• Allocation changes
• Employer match updates

4. Goal Review¶

Reviews each active goal for progress and relevance:

• Goals still on track vs. falling behind
• Target or timeline changes
• Goals to pause or abandon

Suggests new goals based on life changes:

5. Summary & Recommendations¶

• All changes made during the checkup
• Updated snapshot
• Monthly cashflow check (contributions vs. income)
• Recommendations for gaps and upcoming milestones
• Next steps

Prerequisites¶

Requires an existing state file. If none exists, you'll be directed to /finplan:setup instead.