Is Your Financial Wheel Out of Alignment?
You’re working hard and making mostly good decisions.
But if your financial life still feels like you’re pedaling uphill, one part of your money system is letting the rest down.
Uncover your financial blind spots.
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Free Financial Wellness Tool
Your Full Financial Picture
in 5 Minutes
Get a clear picture of where you stand and exactly what to do next.
Rate each statement from 1 to 5. Answer based on the last 3 to 6 months, not your best day or your worst. Your wheel, your biggest flat spots, and your recommended next step will appear right on this page.
Cashflow: The movement of money in and out of your household each month. Positive cashflow means more comes in than goes out.
Budget: A written plan for how you will use your income. It tells your money where to go before the month begins.
Emergency fund: Money set aside to cover unexpected expenses or income loss without using high-interest debt.
Net worth: The total value of what you own minus what you owe. A positive and growing net worth is a sign of financial progress.
Registered account (CA): Tax-advantaged savings accounts such as an RRSP or TFSA in Canada, designed to help you save more efficiently.
Tax-advantaged account (US): Accounts such as a 401(k) or Roth IRA in the United States, which offer tax benefits for saving and investing.
Asset allocation: How your savings or investments are divided across different categories such as stocks, bonds, and cash.
Disability insurance: Coverage that replaces a portion of your income if an illness or injury prevents you from working.
Power of attorney: A legal document that gives someone you trust the authority to make financial or medical decisions on your behalf.
Beneficiary: The person or organization you name to receive your assets or insurance proceeds when you pass away.
Estate: Everything you own at the time of your death, including property, savings, investments, and personal belongings.
Know-Do-Review: The Plan To Live learning framework. Every module ends with what you Know, what you should Do, and how to Review your progress.
Rating scale: choose one for each statement
1 Strongly disagree2 Disagree3 Not sure4 Agree5 Strongly agree
Answer based on the last 3 to 6 months. Not your best day. Not your worst.
Pin this somewhere you will see it. Future you will be glad you did.
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