Are you financially healthy?
Before you run a marathon you should see your physician.
Before you embark on your financial journey you need our financial wellness check.
What does 10 minutes get you?
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Every scorecard is composed of several elements that illustrate a unique financial picture. The same score can mean different things to different people.
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Donuts are like debt. Too much can kill you! The scorecard evaluates you holistically to what is in balance and what needs to be addressed before it’s too late.
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Once we take a look at the scorecard, we can make series of recommendations to improve your situation on our One-Page Plan.
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You will receive a 2-to-3 minute video summarizing the results and our recommendations.
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Should you become a client, we can monitor your progress on a quarterly basis.
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You can update and check your progress via mobile app.
Who is this for?
Do you ask yourself:
How do I save for a house?
Should I pay down debt or save for retirement?
When should I sell my business?
Am I spending too much money for how much I make?
Our app is designed to deliver a holistic score in just 10 minutes.
Want to get started?
Watch this 3-minute video before you start.
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