Broker Check
Financial Strategy Audit

Take the 5-Minute Financial Strategy Audit

Answer 10 honest questions about your current financial picture—no email opt in required.

You'll get your score immediately and discover which of our three tracks is designed for where you are now and where you want to go.

Most business owners score between 15-35... Let's find out where you stand.

Financial Strategy Audit

Rate yourself honestly on each category. Your score updates automatically.

1/10
1. Cash Flow Allocation & Budgeting
Choose the statement that best reflects your current approach.
Item score: 0
2. Financial Habits & Decision Making
Item score: 0
3. Monthly Cash Flow Savings Rate
Item score: 0
4. Basic Risk Mitigation
Check all that apply. Scoring: None–1 item = 0; 2 items = 3; 3 items = 5.
Item score: 0
5. Emergency Fund
Item score: 0
6. Bad Debts Assessment
Scoring: None checked = 5; 1–2 items = 0; 3 items = –5.
Item score: 5
7. Recent Professional Financial Risk Analysis
Item score: 0
8. Income Producing Assets
Item score: 0
9. Investment Philosophy
Item score: 0
10. Financial Professional Team (CPA, Attorney, Coach, Financial Advisor)
Item score: 0
Total Score & Interpretation

5 / 50

—
Score interpretation:
  • 45–50: Excellent Financial Health
  • 35–44: Good Financial Health
  • 25–34: Fair Financial Health
  • 15–24: Poor Financial Health
  • Below 15: Critical Financial Health

Your Responses

Action Plan — Top 3 Priorities

What Happens Next?

Now that you know your score, it's time to do something about it.

The gap between where you are and where you want to be doesn't close itself. It takes a system—one that's designed for your situation, built around your goals, and simple enough to maintain in less than an hour per month.

That's exactly what we do.

Schedule a 45-minute discovery call and we'll discuss your audit results, understand what you're trying to accomplish, and assess whether we're the right fit to help you get there.

No pressure. Just an honest conversation about what's possible when you upgrade your financial operating system.

Schedule Your Discovery Call
Want to see how we work with clients at each score level? Review our three tracks →