Customer story

Saving for a first home

How Anthony used Fortiz automated savings, goals, and insights to build a down payment faster than expected.

Anthony Rivera

Anthony always considered homeownership out of reach. After switching to Fortiz, he set a savings goal with a target date and enabled round-ups and automated contributions each payday. The experience was simple: clear progress indicators, helpful reminders, and no hidden fees.

With insights that highlighted discretionary spending, Anthony made small changes that compounded. He re-allocated monthly budgets, and the app visualized the impact on his goal timeline. Seeing the estimated time to target drop each month kept motivation high.

What worked

Small habits, big results

  • Automated transfers after each paycheck
  • Round-ups on everyday purchases
  • Category insights that identified quick wins

Within eighteen months, Anthony hit his down payment goal. “The biggest difference was clarity,” he says. “Fortiz showed me exactly how my choices moved the timeline.” With savings on track and a strong habit in place, he closed on his first home—weeks earlier than planned.

Today, he continues using Fortiz to manage emergency savings and track future goals, confident that the same tools will help him plan the next chapter.