◆ Diagnostic
Financial Health Check.
Twelve questions. Five minutes. You'll get a score, a grade, and a personalized plan with the exact tools and lessons to use next.
0 / 12 answered
Q01 · Safety net
If you lost your income tomorrow, how many months could you cover essentials from savings?
Q02 · Safety net
Do you have health insurance and (if anyone depends on you) term life insurance?
Q03 · Debt
Do you carry a credit card balance month to month?
Q04 · Debt
Roughly what share of your take-home pay goes to debt payments (excl. mortgage)?
Q05 · Saving
What % of your income do you save or invest each month?
Q06 · Saving
Do you know your monthly expenses within 10%?
Q07 · Investing
Are you investing for retirement (index funds, 401k/IRA/pension)?
Q08 · Investing
Do you understand your asset allocation (stocks/bonds/cash split)?
Q09 · Earning
How many income streams do you have?
Q10 · Earning
Have you increased your income in the last 2 years?
Q11 · Knowledge
Can you explain compound interest, expense ratios, and tax-advantaged accounts to a friend?
Q12 · Knowledge
Do you have a written financial plan or set of goals?
Answer all 12 to unlock your plan