Financial Health Assessment | Clarity. Alignment. Stewardship.

  • Financial Health Assessment | Clarity. Alignment. Stewardship.

    Whether you are navigating money alone or within a marriage, this guided assessment will help uncover what is truly happening in your financial life — not just the numbers, but the habits, communication, and direction behind them.My approach to coaching is grounded in timeless stewardship principles and practical financial wisdom. Estimated time: 7–9 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: