KNOW Where You Stand With Money!

Quit financial overwhelm and make things simple with the Financial Health Checkup.

What You'll Get:

  • 3 simple checklists of must-haves for achieving different levels of financial health.
  • Top resources based on your results to help you move closer to your money goals.
  • Quick, straightforward explanations of why each level of financial health is important.

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The Complete Financial Swim Test takes away the intimidation factor and makes you feel like you can do this! My husband is always stressing over money. I feel like this gives him not only the financial support but also the moral support to know that he is on the right track. That's huge!



I love the simplicity! It was so easy to identify my current financial level and now I have a breakdown of exactly what I need to do to reach the next level. I also love the reassurance that I'm on the right track (and not forgetting something important). It's basically a to-do list for improving your finances... and who doesn't love a good to-do list?



It's easy for me to be like, "Oh, I'm in good shape," but your swim test forced me to think, "What more could I be doing?" That's so important!


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