Financial Snapshot

This quick snapshot helps us understand your current financial situation. It should only take 5-10 minutes to complete. All information is confidential and will be used to create your personalized Faith & Financial Wellness Snapshot™

Individual and Couple Assessment (if married or engaged) should be completed first.

If married, both email addresses must be entered to properly link your financial snapshot to your assessments.
Leave blank if single

SECTION 1: INCOME

Do you have additional income sources?

SECTION 2: EXPENSES & CASH FLOW

Are you currently able to save money each month?

SECTION 3: SAVINGS & ASSETS

Enter 0 if you don't have retirement accounts
Enter 0 if you don't have other investments

SECTION 4: DEBT

Do you currently have any debt?

SECTION 5: PROTECTION & PLANNING

Do you have life insurance?
Do you have disability insurance?
Do you have an emergency fund covering 3+ months of expenses?
Do you have a current will or estate plan?
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