Personal Financial Wellness Check
This wellness check will help you get a clear picture of your financial health. Once you fill this form out and submit it I will get back to you within 48 hours with some advice.
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Email *
Name *
Phone Number *
Do you have a budget? If so, are you utilizing it? *
What is your tax withholding on your paychecks? *
Do you like the amount in your savings or retirement account? *
Required
Is your debt more than $25,000? *
Required
How much are you paying each month on subscriptions and memberships? *
Do you have an emergency fund? *
Why do a financial check-in?
Moving the financial knowledge needle in a positive direction can be a difference maker as you work to build your financial wellness foundation, but real change requires more than just knowing what to do with your money. You have to be ready to take action to improve your overall financial well-being and have the confidence and ability to follow through on that action plan. You also need to have a simple set of important life goals and regular check-ins to track your progress.
Want to schedule a FREE Financial Wellness Focus Call? *
Required
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