Experience-First
Enhances the client journey
Responsive
Perfect on all devices
Fast
Sub-second page loads
Template Preview
Toolkit Completion CertificatePrintable/shareable certificate marking toolkit completion. ...In production: connected to client progress tracking system
CFD Branded
CashFlowDiary colors, fonts, and voice applied throughout.
Progress Tracking
Visual progress indicators and milestones
Check-in Prompts
Weekly check-in reminders via email
Mobile-First
Clients can access everything from their phone during interviews.