Your Financial Foundation Audit
Get a professional assessment of your financial health. Discover what you're doing right, what's costing you money, and exactly how to fix it.
Health Scan
Uncover hidden gaps costing you thousands each year
Action Plan
Step-by-step roadmap prioritized by urgency and impact
The Real Cost
See the real cost of waiting vs. taking action now
Ready to Accelerate Your Wealth?
Get personalized strategies and tools at
FutureMillionairePlaybook.com
Let's Start With the Basics
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We use this to calculate your time horizon and compound growth potential
Your total yearly compensation—what's on your offer letter or W-2
Assets (savings, investments, car value) minus debts (loans, credit cards). Negative is common and okay!
Building Your Financial Foundation
Get the complete playbook at
FutureMillionairePlaybook.com
Employer Benefits
HSAs are only available with high-deductible health plans
Building Your Financial Foundation
Get the complete playbook at
FutureMillionairePlaybook.com
Debt Snapshot
Building Your Financial Foundation
Get the complete playbook at
FutureMillionairePlaybook.com
Your Safety Net
Rent/mortgage, utilities, food, insurance, minimum debt payments, transportation
Building Your Financial Foundation
Get the complete playbook at
FutureMillionairePlaybook.com
Goals & Current Investing
These help us prioritize your action plan
All investments combined: 401(k), IRA, HSA, brokerage—everything
Not when you'll retire—when you want the OPTION to stop if you choose
Building Your Financial Foundation
Get the complete playbook at
FutureMillionairePlaybook.com
Your Financial Foundation Assessment
Let's talk about what's happening with your money
Ready to Accelerate Your Wealth?
Get personalized strategies and tools at
FutureMillionairePlaybook.com