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Welcome to PeerWealthy: Your Finances, In Perspective

Discover how comparing your finances to people like you can help you make smarter money decisions and build lasting wealth.

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PeerWealthy Team

January 15, 20242 min read
# Welcome to PeerWealthy We're excited to introduce PeerWealthy — a new way to understand your financial health by comparing yourself to people who are most like you. ## Why Peer Comparison Matters For too long, financial advice has been generic. "Save more." "Spend less." "Invest early." But what does that actually mean for *you*? Are you saving enough compared to others in your situation? Is your spending on housing reasonable for your income and location? These are questions that generic advice can't answer. ## How PeerWealthy Works PeerWealthy connects to your financial accounts (securely, using bank-level encryption) and compares your: - **Savings rate** — How much you're putting away each month - **Spending categories** — Where your money goes - **Net worth trajectory** — How your wealth is growing over time - **Investment allocation** — How your portfolio compares We match you with a peer group based on factors like: - Age and life stage - Location and cost of living - Income level - Family situation ## What You'll Discover Most of our users are surprised by what they learn. Some discover they're actually doing better than they thought. Others find specific areas where they can improve. Either way, you get the context you need to make informed decisions. ## Get Started Today Ready to see where you stand? Sign up for free and connect your first account in under 60 seconds. Your financial clarity awaits.

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