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Wealth Knowledge Base: How to Build & Keep Momentum & Goals

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How to Build & Keep Momentum & Goals

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Publish on January 21, 2026

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Momentum Builder: Stay Motivated Every Day

This card tracks your daily streak and delivers a motivational message to keep you going strong on your wealth-building journey.

Build and Maintain Your Streak

Stay consistent with small actions to see your streak grow and unlock encouraging messages.

  1. Take daily actions — Update your budget, review your progress, or explore learning resources to generate momentum and extend your streak.
  2. View your streak — Check the pill showing days in a row you've been active, like "Streak 1".
  3. Read the message — Get a pep talk tailored to your progress, such as "Every step you take today, no matter how small, is a step toward a more secure and empowered future."

Update Your Goals

To keep your momentum aligned with fresh targets, update them in the dedicated module.

  1. Click the Goal Momentum card — Located on your dashboard, showing your current goal like "1 Million Dollars".
  2. Go to Wealth Profile — This links to the page where you can choose or edit goals.
  3. Select and save — Pick a new goal or adjust details, then save. Your dashboard refreshes instantly. Next steps: Return to your dashboard to check today's message, or visit Update Your Wealth Profile for more on goal setting.

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