Financial Health Check-up ✔
Transform your financial future with a comprehensive Financial Health Check-Up. Take control of your finances and achieve your life goals with a custom financial wellness audit and personalized success strategies.
Step 1
Schedule Your Financial Health Check-up ✔️
Step 2
Meet Virtually with Your Financial Counselor
Step 3
Receive Your Financial Health Report
Financial Wellness Audit
Receive personalized financial wellness strategies that align with your unique goals and behaviors.
Expert Financial Counseling
Financial counseling dedicated to helping you achieve financial success.
Financial Health & Wellness
Your Journey Starts Here
It’s time to create a plan and implement a stress-free cash flow systems that streamlines & simplifies your money management. You’ll be empowered to achieve their financial and life goals, whether it’s buying a home, paying off debt, saving for retirement, or enjoying stress-free vacations. Take Improve Financial Wellness’s unique approach to financial counseling and guidance. You’ll improve your relationship with money and build a secure financial future.
Does this sound like you?
Stuck on a hampster wheel not making progress toward financial goals
Hopelessness “I feel like no matter what I do or how hard I try, nothing works.”
Frustrated from working hard without much to show for it
Disappointed “Why didn’t we learn this stuff in high school? I feel like at this point I should have it all figured out but instead I feel like I’m just running in circles.”
Overwhelmed by all the different advice and opinions
Ashamed that you’re not further along with your financial goals
Stress nagging at the back of your mind saying “Something is not right”
Exhausted from having to put your dreams on the back burner
Confusion “Where can I get answers to help me figure out where to go from here?” “How can I get to a better place in a way that is efficient and cost effective”
Anxious about where your money is going and feeling completely out of control
On average, 7 out of 10 people struggle with financial stability —this is the program you need to succeed.
Less $ Stress, More $ Control, & Your Bite Sized Roadmap to Financial Freedom
Don’t let uncertainty hold you back.
✔️ Schedule Your Financial Health and Behavior Check-Up: Book an appointment with our easy-to-use online scheduler.
✔️ Meet with Your Financial Counselor: Discuss your current financial situation, goals, and financial behaviors.
✔️ Receive Your Comprehensive Financial and Behavioral Health Report: Understand your financial health ratios, including net worth, debt-to-income, solvency, and liquidity, as well as insights into your financial behaviors.
✔️ Implement Your Personalized Action Plan: Get actionable recommendations tailored to your unique needs and behaviors.
Financial Health Check-up ✔️
- Financial Health Ratios: Analysis of your net worth, debt-to-income ratio, solvency, and liquidity.
- Income and Expense Analysis: Identify potential savings and optimize your cash flow.
- Savings and Goal Assessment: Ensure you’re on track with your retirement and investment goals.
- Debt Management: Get a clear plan for efficient debt repayment.
- Insurance Review: Ensure you have adequate coverage and identify any gaps.
- Goal Setting and Planning: Set and prioritize your financial wellness goals with a step-by-step action plan.
- Behavioral Finance Insights: Identify and understand your spending habits and financial behaviors.
- Behavioral Change Strategies: Learn practical techniques to overcome impulsive spending and align your behaviors with your financial goals.
The answers to your money Qs you've been searching for…
Program Includes:
✔️ Custom plan to acheive your financial goals in simple, bite-sized steps
✔️ Personalized audit of your current financial health
✔️ Calculated essential financial ratios to measure financial health and improvement: Net Worth, Solvency, Liquidity, & DTI
✔️ Cash Flow System Blueprint for simple budgeting & streamlined follow through
✔️ Shifted financial mindset in a way that sets you up for success
Take Control of Your Financial Future
Schedule your Financial Health Check-Up today and take the first step toward a stress-free financial future. You’ll be guided every step of the way. Don’t wait—your financial health & wellness journey starts now!
Questions? Email [email protected] to find out more information.
