Understanding your financial situation and planning your finances can help you improve your financial wellness. Get started with your plan by answering questions about your personal finances in just a few minutes.

  • See how you are doing financially with a holistic report card
  • Find out what you need to do next with personalized action items
  • View your net worth, savings rate, and other indicators in a plan summary
  • Enhance your financial literacy recommendations based on your profile
  • Connect with a professional to review your plan and identify next steps

Build your personalized financial plan

It takes just a few minutes to get your financial plan, action items, and report card by completing the survey


Personal Profile

Provide some basic information about you. We don’t require anything sensitive.


Financial Estimates

Give your best estimates on your personal finances. You can update the numbers later as needed.


Future Goals

Set simple goals for your future. Your plan will help you work towards these goals.


Reviews

"I was very hesitant to move away from the trusted lender I had used for 3 separate refi's, but the rates offered by Watermark were too hard to turn down. I usually do not take the time to leave reviews for anything, but had it not been for all the positive comments regarding Watermark and Corvi given by other users, I would have never moved forward. At this point, I feel obligated to help the next home buyer on the fence about using Watermark move forward with confidence.Corvi was very easy to work with, very responsive and the few times I actually had to take the time to pick up the phone and talk to him, he was helpful, respectful, knowledgeable and actually fun to chat with. Everything I was promised was delivered and my loan was funded without a hitch.I have recommended Watermark and Corvi to all my friends, co-workers and family and plan to use them for any future refi's or purchases."

"I wanted to take a minute to share how awesome I think Corvi is. This is big coming from me because my expectations are usually pretty high:)Throughout my refi, he far exceeded my expectations. He always replied quickly to any questions or concerns I had (even when I was overly cautious and questioning many things). He was friendly and professional each and every time. Once I realized my refinance was in his very capable hands, I was able to relax. This gave me confidence in my mortgage company if he is an example of the high caliber people who work there."

"Corvi was very helpful and informative, in our first home transaction. Thank you for making our first time home purchase a smooth and comfortable experience."