How-tos

Weekly Money Check-In With Opti

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Get a short weekly money check-in from Opti: your limits, wins, one idea and one small step. Choose your day, or pause any time. For information only; not financial advice.

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Transcript

  1. Open Wealth, then Coaching
  2. Choose the day and time for your check-in
  3. Each check-in has four short steps
  4. Pause or turn it off whenever you like

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