Exit DemoExploring: Investment Educator
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Your plan with
Nathan Clearwater
Your Progress
3 of 5 tasks completed
60%
This Week's Plan
Notes from Nathan
👁️observationFeb 15, 2026
Rachel now confidently explains expense ratios and fund composition. Strong progress on evaluating her 401(k) options independently.
🔧adjustmentFeb 8, 2026
Added extra session on international diversification after Rachel expressed interest in ex-US exposure.
📏measurementFeb 1, 2026
Knowledge assessment score improved from 42% to 78% since starting. Excellent retention on core concepts.
Plan Details
Typemonthly
Statusactive
StartedJan 10, 2026
Your Stats
Streak
5 days
Total Time
4h 30m