Financial Health Checkup

Know Where You Stand. Grow From There.

How healthy are your finances—really?

This quick and free checkup reveals how healthy your money habits really are—and gives you clear next steps to grow your financial future.

What is the Financial Health Checkup?

It's a simple tool that helps you understand how financially healthy you are.

By answering a few quick questions, you'll get instant insights into your savings, debt, and progress toward financial freedom.

1. Enter Your Numbers

Answer a few quick questions about your income, expenses, savings, and debt.

2. We Run the Numbers

Behind the scenes, we calculate key metrics like savings rate and debt-to-income ratio.

3. Get Your Results

See where you stand and get clear, personalized insights into your financial health.