Debt to Legacy

Debt to Legacy — Your Financial Command Center

Debt to Legacy helps you understand your financial readiness and move forward with a clear plan. Through a simple assessment and phase-based system, the app guides you through a structured journey from financial stabilization to long-term wealth building.

Our approach is built around three financial phases: Stabilize, Eliminate, and Build. By understanding where you are today, you can unlock the tools and insights needed to improve your financial future step by step.

How It Works

Start by completing the Financial Readiness Assessment, a quick 5-question quiz designed to evaluate your current financial habits and situation. Based on your responses, the app calculates your Financial Readiness Score and assigns you to the phase that best reflects your financial position.

You will receive a clear diagnosis and recommended tools to help you progress toward the next phase of financial growth.

Key Features

Financial Readiness Assessment
Answer five simple questions about your financial habits to determine your readiness score and financial phase.

Financial Readiness Score
Receive a score from 0–100 showing your current financial readiness level and how your responses contributed to your result.

Phase-Based Guidance
Get personalized recommendations based on one of three phases:

Stabilize – Build a strong financial foundation

Eliminate – Focus on reducing debt barriers

Build – Focus on long-term wealth creation

Personalized Plan Options
Choose from subscription plans designed for your phase, each offering tools and insights to support your progress.

Progress Tracking
Revisit your results anytime and retake the assessment as your financial situation improves.

Subscription Plans

Debt to Legacy offers three subscription plans aligned with your financial phase:

Control (Phase: Stabilize)
Includes FinanceWatch dashboard, ExpenseWatch, BillWatch, IncomeLift, basic reports, and email support.

Momentum (Phase: Eliminate)
Includes everything in Control plus DIY Debt Defense, SavingsPro, advanced cash flow projections, bill optimization insights, and priority support.

Legacy (Phase: Build)
Includes everything in Momentum plus SteadyVest, WealthWatch analytics, Felix Pay automation tools, Felix CheckBook services, and advanced financial insights.

Subscriptions renew automatically unless canceled through your App Store account settings.

Important Notice

Debt to Legacy provides educational and informational guidance only. The app does not provide financial, investment, tax, or legal advice, and using the app does not create a financial advisor-client relationship.

Support

For questions or support, contact us at:
info@debttolegacy.com

© 2025 Debt to Legacy LLC