Financial Health Checkup
The perfect tool to get a quick picture of your financial situation.
In less than two minutes, get a clearer picture of your finances and advice on how to start your financial recovery.
Question 1 out of 5
What are you concerned about right now? Select all that apply.
Question 2 out of 5
Describe your situation Select all that apply.
Question 3 out of 5
How many people are in your household? Please include yourself and your dependents in the number.
Question 4 out of 5
What is your approximate net income? The sum of your pay after taxes including received alimony
Question 5 out of 5
What is your estimated amount of debt? Excluding your mortgage and car loan, if applicable.
Your answers
What are you concerned about right now?
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Describe your situation
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How many people are in your household?
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What is your approximate net income?
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What is your estimated amount of debt?
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Your preliminary results
Because you have lost your job, Because you have lost income, Because you are getting separated, you may have less disposable income, so Because you have experienced a disaster that entails significant unexpected expenses, Even if there’s nothing in particular affecting your finances at the moment, Because you have limited income the key to becoming financially comfortable again is balancing your debts and expenses according to your current situation. it’s normal to be worried, but it’s a positive sign that you want take back control quickly. it’s good to think about your financial health.
Attention
- Unpaid taxes can cost you a lot in interest and penalties.
- Late payments can affect your credit rating.
- Late mortgage or car loan payments can have major and irreversible consequences, such as eviction.
Possible solutions
Here are some personalized recommendations based on your preliminary results. :
Debt Ratio
RecommendedUsed by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.
Budget
Please considerWe recommend that you create a budget online to find out exactly what your surplus is. If it’s under $200, you need to take a look at your personal spending to cut extra expenses, which will allow you to offset unforeseen costs.
Book an appointment
RecommendedYou seem to have some financial issues that require immediate attention. Please contact us so we can discuss it further and offer you solutions that could help you regain financial stability.
Debt Ratio
Please considerUsed by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.
Budget
Please considerWe recommend that you create a budget online to find out exactly what your surplus is. If it’s under $200, you need to take a look at your personal spending to cut extra expenses, which will allow you to offset unforeseen costs.
Book an appointment
RecommendedYou seem to have some financial issues that require immediate attention. Please contact us so we can discuss it further and offer you solutions that could help you regain financial stability.
Debt Ratio
Please considerUsed by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.
The next steps
You can keep these results for yourself or decide to share them with one of our advisors at a later date.
You can also restart your financial checkup whenever you want.
The best way to get the right solution for you is to talk about it with one of our advisors.
Consultation is free.
Book an appointmentOr call us at 1 877 777-2433