SHEER FEATURES

SET GOALS

Our Budgeting & Goal Setting feature helps you establish clear financial objectives and create a roadmap to achieve them. 

 

Sheer’s Scenario Planning & Analysis tool empowers you to visualize and prepare for various life events—be it a career change, purchasing a home, or planning for retirement. By modeling different financial scenarios, you can assess potential outcomes and make informed decisions to navigate life's financial challenges.​

REVIEW PLANS

With personalized budgeting tools, you can track your spending, adjust your plans as needed, and stay on course to meet your financial goals.​

 

Sheer’s Financial Tracking & Insights provide a comprehensive view of your financial health. Monitor your income, expenses, and investments in real-time, and receive actionable insights to optimize your financial decisions and improve your financial well-being.​

NUDGE AND ADAPT

Our Decision Support Tools assist you in making rational financial choices by evaluating the potential impacts of different decisions. Whether considering a major purchase or investment, Sheer provides the data and analysis you need to make confident, informed choices.

 

​Additionally, Sheer offers a gentle reminder at the point of sale, encouraging thoughtful decision-making to help avoid impulsive purchases that might derail your financial goals.