Quantify your financial health
Get a comprehensive snapshot of your approach to financial management. Identify opportunities for planning and improvement. Track your progress.
Get a comprehensive snapshot of your approach to financial management. Identify opportunities for planning and improvement. Track your progress.
Our reports don't require any financial figures that may potentially raise concerns from your clients
Our report provides a broad overview of your financial management. Use it to identify ways to better secure your financial future
Our backend algorithms measure your financial performance and average them over a variety of metrics to give you a score.
Streamline your personal discovery process. Our report gives you a broad understanding of how you manage your finances.
Identify opportunities for improvement in your financial plan. Our report has 12 subcategories that account for the specifics of how you manage money
Track your progress. Our algorithms calculate a score that can be used to gauge your state of financial health. Use it to track your progress over time.