top of page
What is your Financial Health?

How confident are you in your current financial well-being? Don't worry if the question makes you anxious – you're not alone! Knowing if you are making the right choices with your money is one of the most common challenges people face.

Are you saving enough? Spending too much? Is enough of your money in cash – or too much? Are you taking the right amount of risk with your investments? And how close you are to financial independence (a.k.a. retirement)?

In other words – how do you know if you are making meaningful progress towards the life you want?

Knowing where you stand right now is a crucial first step to taking control of your financial future, and that’s where a financial assessment comes in. These are great for quickly discovering what is going well, which areas need more attention, and the kinds of conversations you should be having about your money.

Here's how to get started:

Your Financial Assessment

  1. Create your scorecard (it takes about 10 minutes)

  2. Receive a 2-3 minute video assessment, highlighting strengths, areas that need attention, and the kinds of conversations you should be having around money

  3. That's it!

Watch a sample assessment

It only takes a few minutes to set up your account and add info. And, because I believe that understanding your current reality is so important to making better decisions, I’m offering this financial assessment to you absolutely free!

If you’re ready to take control of your finances and make sure you’re on the right track, please click the button below to get started. Thanks!

Create your scorecard with our mobile app and we’ll send you a free financial assessment!

bottom of page