The checkup processFrom scattered to a clear picture.
Five steps to total financial clarity.
No spreadsheets. No financial expertise required. Financial Checkup handles the heavy lifting and tells you exactly what to do next.
01
1
No bank loginEnter your financial snapshot
No bank login. Just tell us your income, expenses, debts, and savings. Takes under 2 minutes.
02
2
6 dimensionsWe run your full diagnostic
We evaluate 6 financial health dimensions: budget, debt, savings, investments, insurance, and retirement.
03
3
Instant scoreGet your personalized score
A single 0–100 score with breakdowns per category. See exactly what's dragging you down.
04
4
Personalized planReceive your action plan with AI insights
Prioritized, step-by-step recommendations for your specific situation — not generic advice.
05
5
Monthly trackingMonitor your progress over time
Re-run your checkup monthly and watch your score climb as you take action.
✓
Budget gap analysis
Pinpoints exactly where your money is slipping each month
✓
Debt payoff planner
Avalanche vs snowball with timeline & total interest saved
✓
Insurance gap scanner
Life, disability, and liability gaps flagged with cost estimates
✓
Investment health check
Diversification score, fee drag, and allocation targets
✓
Retirement trajectory
On-track score with catch-up strategy if you're behind
✓
Monthly re-checkup
Track your score over time as you implement the action plan
< 2 min
Full diagnostic
From zero to scored
6
Dimensions scored
Budget to retirement
Free
To get started
No bank login needed
100
Point scale
With clear letter grades
📬FREE MONEY TIPS
Get weekly financial clarity in your inbox
Budgeting hacks, debt payoff strategies, and market insights — without the jargon. No spam, ever.
Pricing
Transparent. Fair. No gotchas.
Start free. Upgrade to unlock full action plans, score history, and monthly tracking.
Free
Run a full checkup today
$0
- ✓ One-time financial score
- ✓ Top 3 recommendations
- ✓ Account required to save results
Most Popular
Monthly
7-day free trial · then $9.99/mo · Cancel anytime
$9.99/month
- ✓ Unlimited monthly checkups
- ✓ Full action plan (all priorities)
- ✓ Score history & trend tracking
- ✓ Budget & debt management
- ✓ Investment portfolio guidance
- ✓ 30-day money-back guarantee
Save $23.88
Annual
Only $8/mo. Save $23.88.
$96/year
- ✓ Everything in Monthly
- ✓ Priority email support
- ✓ Early access to new features
Advisor
For financial professionals — from $49/month
Contact Us
- ✓ White-label client reports
- ✓ Bulk checkup credits
- ✓ API access
- ✓ Custom branding & domain
Annual plan billed as one payment of $96/year · Monthly plan billed as $9.99/month after 7-day free trial · Cancel anytime before day 8 to avoid charge
FAQ