Glossary
Plain-language definitions for terms you’ll see in the app.
Canon
Your real, live numbers, pulled straight from QuickBooks. This is always the source of truth your advisor works from.
Advisory History
A running summary of what you and your advisor have discussed, so it doesn’t ask you to repeat yourself every session.
Commitments
Follow-ups your advisor has explicitly committed to, tracked so nothing said in chat quietly gets dropped.
Goals
Goals you’ve told your advisor you’re working toward, tracked so progress carries into future conversations.