Thank you for choosing to begin this journey toward financial freedom. Your assessment will take approximately 20-30 minutes to complete. Please set aside uninterrupted time to provide thoughtful, honest responses.

If you’re married, you’ll each complete your own individual assessment, then complete a brief joint assessment together.

What to expect:

• Comprehensive questions about your financial situation, goals, and challenges
• Behavioral and emotional money pattern assessment
• Faith and values reflection
• Financial data collection

All information you provide is confidential and will be used solely to create your personalized Faith & Financial Wellness Snapshot™.