• Financial Health Assessment

    Clarity. Alignment. Stewardship.

  • Whether you're navigating money alone or within a marriage, this guided assessment will help uncover what's truly happening in your financial life, not just the numbers, but the habits, communication, and direction behind them.

    Based on your answers, some will receive an invitation to a no-cost clarity session to talk through what we find. Others will simply get confirmation that they're already on solid ground. Either way, you'll walk away with a clearer picture of where you stand. My approach to coaching is grounded in timeless stewardship principles and practical financial wisdom.

    Estimated time to complete: 7 to 9 minutes.

    • START HERE - Personal & Household Overview 

    • About You

    • Relationship Status*
    • Children in the home?*
    • Housing Status*
    • Household Income Range*
    • What is your current employment status?*
    • Is your faith or belief system important in how you think about money?*
    • Do you currently give or donate consistently*
    • Financial Clarity & Confidence 

    • Please answer the following questions

      Scale of 1-5 (Strongly Disagree → Strongly Agree)
    • We/I feel in control of finances*
    • We/I know exactly where money goes monthly*
    • We/I feel confident about financial future*
    • We/I are making real financial progress*
    • We/I regularly review financial numbers*
    • We/I avoid looking at certain accounts*
    • Spending sometimes creates guilt*
    • We/I feel behind compared to peers*
    • Money conversations create tension (conditional if married)*
    • Financial Snapshot 

    • Answer these questions to describe your current financial snapshot

    • Do you follow a monthly plan?*
    • Retirement Investing Status (based on current household income, what % is being invested in retirement)?*
    • What causes you the most financial stress? (Select all that apply)*
    • What would financial clarity allow you to experience? (Select all that apply)*
    • What would financial clarity allow you to experience? (Select all that apply)*
    • If coaching helped you gain clarity and long-term direction, would you commit to consistent action over 3–6 months?*
    • Conditional Path 

    • Financial Alignment Within Your Marriage

    • Who manages the finances?*
    • What is your frequency of money disagreements?*
    • What happens after a financial mistake?*

    • Financial Ownership & Discipline

    • Who manages the finances?*
    • How often do you review your financial progress?*
    • What happens after a financial mistake?*
    • Which statement best describes you?*
    • Readiness& Motivation 

    • Ready for Change?

    • If married, is your spouse aware and supportive?
    • Anything Else? 
  • Should be Empty: