New Feature

Your helpers can now edit payments and leave notes on your shared financial plan

The people you've shared your Financial Clarity overview with can now update payment amounts and leave notes — so they're not just watching, they're helping.

When you share your Financial Clarity overview with someone you trust — a sponsor, a spouse, a family member — they've always been able to see your financial picture. But until now, that's all they could do: look.

Starting today, your helpers can update payment amounts directly on your shared plan and leave notes right where they matter. Every change is tagged with their role, so you always know who made it and why. Your sponsor might flag something to prioritize. Your spouse might add context you forgot. It all stays in one place.

Recovery isn't meant to be a solo project, and neither is getting your finances straight. This is about letting the people walking alongside you roll up their sleeves and work on the plan with you.

If you've already shared your overview, your helpers will see these new options the next time they open it. If you haven't shared yet, this might be a good reason to start.

ready to try it?

See this update live on 12&Well.

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