Know exactly where you stand.
A SitRep — Situation Report — is the briefing that tells you what's working, what's not, and what happens next. MoneyBricks generates yours for your money: a complete, honest, shareable picture of your financial build, built to hand to a financial advisor, accountant, or tax pro.
In law enforcement, the military, and emergency services, a SitRep — Situation Report — is the essential briefing: exactly where things stand, what's working, what's not, and what needs to happen next. MoneyBricks brings that same clarity to your money.
The document, at a glance
Clear, direct, and built for someone making decisions under pressure — the same shape as the report a first responder relies on. Here's a sample.
Financial Situation Report
Generated by Brix
Executive Summary
Your build is trending up. Cash flow ran positive three months straight, your emergency fund crossed the one-month mark, and your MQ climbed 8 points this quarter. The weak station is Investing — you aren't using your full Roth IRA room yet. Priority next quarter: automate a monthly contribution and close that gap.
BrickScore Dashboard
- Earning78
- Spending64
- Saving71
- Investing55
- Protecting82
Illustrative sample — your real SitRep reflects your own numbers.
What's inside your SitRep
Nine sections that pull together everything MoneyBricks tracks into one definitive record of your financial build.
Executive Summary
Brix's plain-language read on your overall financial health — the one paragraph that tells the whole story at a glance.
BrickScore Dashboard
All five dimensions scored and visualized — Earning, Spending, Saving, Investing, Protecting — with trend lines showing progress over time.
See BrickScore →MQ Score & Trajectory
Your current MQ, your starting MQ, your improvement rate, and a projection of where it lands in 6 and 12 months at your current pace.
SnapBudget vs. Benchmarks
A side-by-side of your spending against Smart Money Benchmarks — every category, every gap, and the dollar impact.
Explore SnapBudget →Walkthrough History
Your last 12 weeks of Walkthrough Scores with trend analysis — your consistent strengths and any persistent weak stations.
Explore Full Walkthrough →Power Push Log
A record of every completed Power Push sprint — the target, the result, and the long-term impact Brix calculates.
Explore Power Push →Financial Milestones
Your personal records — highest savings month, fastest debt payoff, best investment return, lowest spending month.
Blueprint Goals Progress
Progress toward your stated goals, with projected completion dates based on your current trajectory.
Brix's Recommendations
Specific, prioritized action items for you and your advisor — exactly where to focus next for the most impact.
Three levels of report
A quick pulse each month, an advisor-ready deep dive each quarter, and a full year-in-review — so you always have the right report for the moment.
Monthly SitRep
A concise snapshot for personal tracking — BrickScore, MQ, a Walkthrough summary, and Brix's top three recommendations.
Quarterly SitRep
The comprehensive, advisor-ready document — every section, trend analysis across the quarter, and a full goal-progress review.
Annual SitRep
The complete year-in-review — milestone record, year-over-year BrickScore and MQ improvement, Power Push history, and Brix's strategic plan for the year ahead.
The SitRep Promise
“Walk into every financial advisor meeting with your SitRep and you'll be the most prepared person in the room.”
Your first SitRep starts with your free BrickScore.
The SitRep is education and coaching — not personalized legal, tax, or investment advice.
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