$197.00 USD

The information, analyses, and recommendations in the Annual Wealth Check and during coaching sessions are provided for educational purposes only. They are not intended as, and do not constitute, legal, tax, investment, or accounting advice.

All of your information will be securely submitted through a private survey. You will NOT be required to submit bank account or social security numbers. 

The Annual Wealth Check is a digital product and your personalized report begins processing right after submission, therefore, we are unable to offer refunds.

Annual Wealth Check

A healthier financial future starts with knowing your numbers! 

WHAT YOU'LL GET:

  • "Lab Results" that will include your financial vitals - your net worth, your financial independence number, and a debt payoff plan

  • A personalized set of “next steps” tailored to your numbers and goals

  • A FREE 20-minute 1-1 review of your results so you can feel confident getting started! 

The Annual Wealth Check is for all financial situations and scenarios and will track your progress, show you where to course-correct before small issues become big issues, and help you make smarter choices that will get you closer to the financial health you deserve!