1
Detailed financial snapshot
Enter 12 estimates covering gross and take-home income, essential spending, debt, savings, reserves, and total non-mortgage debt.
FREE PERSONAL FINANCIAL WELLNESS SCAN
See where your personal finances need attention first.
Get a private, judgment-free overview of your cash flow, budgeting habits, savings, debt organization, credit understanding, and readiness for your next goal.
Personal responses stay separate from your Business Health Scan and business consultation records.
WHAT YOU RECEIVE
A useful starting point—not a sales trick.
Use your best estimates today. You can retake the scan when your financial picture changes.
2
32 scored questions + your perspective
Review eight personal financial categories, then explain what you believe needs the most help.
3
Strict score and financial ratios
Receive a weighted 0–100 score, eight category scores, cash remaining, emergency-reserve months, debt ratio, savings rate, strengths, and three priorities.
4
Clear next step
Your score, category results, ratios and priorities stay in your Personal workspace. Use them on your own or choose the optional $99 consultation and roadmap.
Education and planning only.
The scan does not dispute credit-report information, promise score increases, recommend investments, or replace legal, tax, lending, or licensed financial advice.