your free Financial Health assessment
How It Works:​
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Create your scorecard (it takes most people less than 10 minutes)
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I'll review your scorecard then send you a short email highlighting strengths, areas that need attention, and the kinds of conversations you should be having around money
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That's it!
How do you answer the question "am I doing ok?" 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?​
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Knowing where you stand right now is essential for taking control of your financial life. And that’s where a financial assessment comes in.
It only takes a few minutes to set up your account and add info. And, because I believe that understanding how you're doing right now is so important to making better decisions, I’m offering this financial assessment to you absolutely free!
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After that, the ball is in your court. You can take the information in your assessment and run free with it – or, if you feel like you need a little help to get & stay on the right track, we can find out if working together is a good fit. Zero pressure.
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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!